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Value Investing World

Value Investing World

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Curated multi-disciplinary readings for value investors; occasional idea links.

Recent Posts

Semper Augustus Investments Group: 2025 Annual Letter
News•Feb 26, 2026

Semper Augustus Investments Group: 2025 Annual Letter

Semper Augustus Investments Group released Chris Bloomstran’s 2025 Annual Letter, warning that a trillion‑dollar AI and datacenter arms race is reshaping capital allocation. Bloomstran challenges the notion that S&P 500 investors can still expect historic Ibbotson returns over the next decade, arguing that value opportunities are hitting a secular plateau. He also unveils what he calls his most extraordinary calculation, a side‑by‑side comparison of AI‑driven costs versus traditional investment metrics. The letter closes with a detailed analysis of Berkshire Hathaway’s continued dominance as a long‑term capital allocator.

By Value Investing World
Links - 02/22/2026
News•Feb 23, 2026

Links - 02/22/2026

Joe Koster’s Feb 22 2026 "Links" newsletter delivers a concise reminder that successful investing requires disciplined policies rather than gut instinct. The post features a quote emphasizing the need for pre‑established rules and procedures before any decision. It also serves as a...

By Value Investing World
Investing Notes
News•Feb 16, 2026

Investing Notes

Greenlight Capital highlighted Global Payments (GPN) after re‑acquiring shares at $77.85, noting its two‑step deal to sell issuer processing and acquire Worldpay. The firm projects $5 billion of free cash flow by 2028 and plans to return roughly $7 billion to shareholders,...

By Value Investing World
Weekly Summary
News•Feb 13, 2026

Weekly Summary

This week’s Value Investing World roundup highlighted several investment themes. Ian Cassel’s “From Disaster to Triumph” case studies underscored resilient micro‑cap turnaround strategies, while Ben Thompson’s conversation with John Collison explored AI‑driven advertising and its implications for SaaS. Multiple analysts—including...

By Value Investing World