Articles
Original research and analysis on value investing.
The Security I Like Best (1951)
Young Warren Buffett analysis of GEICO, written when he was 20 years old
Warren Buffett Gives It Away
Carol Loomis Fortune article on Buffett plan to donate most of his Berkshire fortune to charity
An Owner's Manual
Warren Buffett's principles for Berkshire Hathaway shareholders, originally published in 1996
Berkshire Hathaway News Release (Nov 2023)
Warren Buffett's Thanksgiving 2023 donation to family foundations
Buffett at Tuck School (2004-2005)
MBA students from Dartmouth's Tuck School visit Warren Buffett in Omaha
The Cult of Warren Buffett
Gary Mishuris's essay on the Buffett cult, blind imitation, and the importance of independent thinking
Difficult to Teach a New Dog Old Tricks
Warren Buffett's commentary on investment management and learning
Fundsmith 2026 AGM: AI Mania, Big Tech Exit, and the End of Quality Investing?
Terry Smith and Julian Robbins discuss halving big tech positions, AI as the largest speculative craze in history, Novo Nordisk lessons, and why the portfolio is now cheaper than the S&P 500
Consensus and Disagreements in Investing: Fundsmith 2025 AGM
Key insights from Terry Smith and Julian Robbins at the Fundsmith 2025 Annual Shareholder Meeting, covering passive investing distortions, valuation, GLP-1 drugs, and incentive structures
The Collector
1977 Wall Street Journal profile of Warren Buffett's early career and investment approach
Welcome to ValueInvest Articles
Original research and analysis on value investing topics.