Blog•Mar 1, 2026
JL Collins Goes Global - And Why That Feels Familiar
JL Collins, author of *The Simple Path to Wealth* and long‑time advocate of a single‑fund U.S. strategy, announced a shift to include Vanguard's Total World ETF (VT) alongside VTI. The change moves his allocation from 100% U.S. equities to roughly 62% U.S. and 38% international exposure. Collins cites rising U.S. trade tensions, a weakening dollar and the long‑term risk of a single‑country bias as drivers. The move mirrors a broader trend among New Zealand investors who are adopting low‑cost total‑world ETFs to achieve true global diversification.
By The Happy Saver
Blog•Feb 27, 2026
Citi, Stifel Bullish on Olema (OLMA) Despite COO Departure
Citi reaffirmed its Buy rating on Olema Pharmaceuticals, setting a $60 price target, while Stifel initiated coverage with a Buy rating and a $48 target, modeling peak 2035 sales of $3.1 billion for the lead asset palazestrant. The bullish outlook follows...
By Insider Monkey Blog
Blog•Feb 27, 2026
Why Expected Returns Matter More than Index Concentration
The S&P 500’s top‑seven stocks now represent more than 30% of market value, sparking industry warnings about concentration risk. Academic research shows this level mirrors historic peaks from the 1930s and is a natural outcome of firm‑specific volatility, not a market...
By The Evidence‑Based Investor (TEBI)
Blog•Feb 27, 2026
Digital Advertising Industry Snapshot 4Q'25
The fourth quarter of 2025 reveals a shifting balance in digital advertising, with Meta’s market share rising to 34 percent and Alphabet’s falling to 48.1 percent after a four‑year decline. Meta’s incremental share has consistently exceeded 40 percent over the past three years,...
By MBI Deep Dives
Blog•Feb 27, 2026
The Berkshire Beat: February 27, 2026
Greg Abel, Berkshire Hathaway’s new CEO, will publish his inaugural letter to shareholders alongside the 2026 annual report tomorrow, marking a symbolic handoff from Warren Buffett. Analyst Christopher Bloomstran estimates Berkshire’s intrinsic value grew 9.3% in 2025, reaching $1.23 trillion, or...
By Kingswell
Blog•Feb 27, 2026
Burford Capital – Back From the Dead?
Burford Capital, the world’s largest litigation‑finance firm, presented a refreshed investment case at an online conference, highlighting its expanding portfolio and a strategic shift beyond the high‑profile YPF dispute. While the YPF claim—still pending collection—has driven past volatility, the company...
By Undervalued Shares
Blog•Feb 26, 2026
A Slightly Different (Premium) Thesis
The author proposes a nuanced premium‑valuation thesis that deviates from conventional high‑growth narratives. While the potential upside is modest compared with prior ideas, the investment case rests on differentiated catalysts such as pricing power, niche market positioning, and incremental margin...
By Yet Another Value Blog
Blog•Feb 26, 2026
Amazon Becomes the Most-Owned Stock Among Hedge Funds:
Amazon has become the most‑owned stock in hedge‑fund portfolios, overtaking Microsoft and Nvidia. The shift reflects Amazon’s transition from a high‑growth, low‑margin e‑commerce model to a cash‑flow‑generating infrastructure platform spanning cloud, logistics and AI. Over the past two years the...
By HedgeCo.net – Blogs
Blog•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...
By Value Investing World
Blog•Feb 25, 2026
Why Guy Spier Is Returning Capital—And What It Means for Investors
Guy Spier announced he is returning outside capital, citing health concerns rather than performance or market timing. He frames the decision as a fiduciary duty to treat investors’ money with utmost seriousness. The letter underscores liquidity discipline, a preference for...
By The Acquirer’s Multiple
Blog•Feb 25, 2026
Lee Ainslie: Concentrating Capital in AI Leaders While Pruning Legacy Positions
Maverick Capital reported a $9.3 billion equity portfolio, with the top ten holdings accounting for roughly 44% of assets. The fund’s biggest positions are concentrated in AI infrastructure and semiconductor leaders such as Nvidia, Microsoft, Amazon, TSMC and Applied Materials. At...
By The Acquirer’s Multiple
Blog•Feb 25, 2026
Banker on Wheels Broker Fee Comparison Tool
A new broker fee comparison tool shows that over a ten‑year horizon SAXO Bank incurs the lowest total trading costs at €318, followed by Interactive Brokers at €407, while Swissquote tops out at €1,879. The fee differential of €1,561 translates...
By Banker on Wheels
Blog•Feb 25, 2026
Protean Eyes Sweet Spot Between Active and Passive in Global Equities
Swedish boutique Protean Funds will launch a Global Aktiesparfond in late 2026, a low‑cost, actively managed global equity fund positioned between high‑fee active funds and cheap index products. The fund’s management fee is set at less than half the industry...
By HedgeNordic
Blog•Feb 25, 2026
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap Screen
The Acquirer’s Multiple® Large‑Cap screen highlights a persistent valuation gap where capital‑intensive cyclicals, commodity‑linked firms, and financials trade at deep discounts despite solid operating income and free‑cash‑flow generation. Energy giants like Equinor and Petrobras, steel producer ArcelorMittal, and banks such...
By The Acquirer’s Multiple
Blog•Feb 24, 2026
James Choi of Yale Investment Formula Says You Need More Stocks
James Choi, a Yale finance professor, introduced a formula that tailors asset allocation to age, income, savings, and risk tolerance. The Wall Street Journal highlighted that the model often recommends a more aggressive, stock‑heavy mix than conventional rules such as...
By Humbledollar