This article looks at the investment philosophies of two companies – Berkshire Hathaway (BRK) and Michael Burry's Scion Asset Management. What ties them together is their focus on value, although the change in leadership at Berkshire is raising some concerns that Berkshire's decades-old value philosophy might be changing.

In spite of the noise in global markets, it’s August – does anyone care? Investors celebrated the weaker-than-expected U.S. jobs report on Friday, rounding out a week in which both global stocks and bonds rallied. The U.S. jobs report pushed markets to price a higher probability that the Fed will hold rates steady in September and begin cutting later in the year, so stocks – especially more interest-rate sensitive stocks like small caps (e.g. the Russell 2000 index) – ra

There are no shortage of investors which think stocks are well over-baked, especially stocks of companies that are directly or indirectly associated with the ongoing A.I. hype. It has appeared for weeks that this was nothing more than scaremongering as stocks continued their stratospheric rise. However, the past week saw scepticism start to set in as investor concerns regarding valuations broadened. Tech stocks led the sell-off, although there were few places to hide as mo

This article revisits 22 high flyers of which nearly all analysts' consensus revs and EPS in most recent quarter but are off their highs.

Covered this week are six high fliers: Appian, Fastly, Palantir, Roku, Shopify and Twilio