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Tag: Benjamin Graham
🎸 Michael Burry After Scion: His AI Short, 2027 Puts & New Value Picks 🐻📊
Michael Burry has moved beyond Scion Asset Management—but certainly not beyond contrarian investing. The Big Short investor is challenging the AI and semiconductor boom while simultaneously buying beaten-down companies including MercadoLibre, Birkenstock, Sprouts, QXO and Build-A-Bear. We examine his long-dated put strategy, current value picks, legendary research process—and the timing risk behind the Cassandra mystique.
🏛️ Mario Gabelli & GAMCO Investors: Inside the 14.1% Compounding Machine, PMV Investing, and the $11.2 Billion Value Vault
Mario Gabelli transformed value investing by asking a different question: What would an informed buyer pay for the entire business? We explore the PMV framework, the Catalyst™ strategy, GAMCO's $36.6 billion asset base, 1,019-stock portfolio, and nearly five decades of compounding.
🏰 The Baupost Restoration: Seth Klarman's Cash Castle, The 4% Drag, and the Largest Restructuring in 42 Years
One of history's greatest value investors has spent the last decade disappointing Wall Street. Yet with a massive cash reserve, a major restructuring, and growing bets on Amazon and Aon, Seth Klarman's Baupost Group may be preparing its next act.