Follow the Pundits
Tag: long term investing
🚀 The House of Elon & Patience: Inside Ron Baron’s Compounding Engine 🪐🎢
Ron Baron built an investing career around a deceptively difficult idea: find exceptional businesses, back exceptional leaders and wait. We examine Baron Partners Fund, its huge SpaceX and Tesla exposure, long-term compounding record—and the concentration risk that comes with conviction.
🏛️ 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.
🏔️ Li Lu & Himalaya Capital: The Art of Doing Nothing Exceptionally Well
Charlie Munger rarely trusted outside investors. Li Lu was the exception. Discover how Himalaya Capital compounded wealth through patience, concentration, and owning exceptional businesses for years—not quarters.
🏛️ The Abrams Capital Matrix: How David Abrams Turned a 40% Bet Into a $10 Billion Value Fortress
Most hedge funds diversify. David Abrams does the opposite. The former Baupost analyst has built a $10 billion investing fortress around patience, concentration, and a stunning 40% position in aerospace supplier Loar Holdings. Here's what investors can learn from one of Wall Street's quietest billionaires.
Baillie Gifford Review 2026: The Long-Term Kings of Disruptive Growth 🏴☠️
Baillie Gifford invests like a time traveler—betting on companies that could dominate the next decade. But with great upside comes serious volatility. Here’s the full 2026 breakdown.
Baillie Gifford (BGKEX): 40% Returns, 7-Year Bets — Is This the Ultimate EM Growth Fund? 🌏
A 40% year, a 7-year mindset, and a bold bet on global growth—Baillie Gifford’s Emerging Markets fund might be one of the most interesting long-term plays today.
UNP Stock Analysis 2026: Is Union Pacific a “Core Compounder” or Just Fully Priced?
Union Pacific (NYSE: UNP) is the institutional-grade backbone of American freight. With elite operating efficiency, steady dividend growth, and near-ATH pricing, the question isn’t whether it’s good — it’s whether you’re paying too much for quality.
Madrigal, BeiGene, and Biotech Alpha: Inside the “Gene-ius” Kingmakers of Baker Bros. 2025
Biotech Jedi at work. Baker Bros’ 2025 victory lap shows how Madrigal, BeiGene, and ruthless conviction turned science into serious alpha.
Berkshire Hathaway's 2025 Scorecard: Defensive Portfolio, Slightly Underwhelming Performance — But a Historic Transition
Berkshire played defense in 2025: record cash, cautious positioning, and the end of an era as Warren Buffett stepped aside. Solid, sober, and very Berkshire.
John Rogers’ Ariel Investments Loves Madison Square Garden Entertainment: Should You?
MSGE owns some of the world’s most iconic entertainment venues. Demand is strong — but leverage and price argue for patience.