In their recent Q4 2023 letter to shareholders, Thomas Shrager and the Tweedy Browne team review the past quarter and reveal the stocks they have been buying.
Thomas Shrager and colleagues at Tweedy, Browne provide an update on their portfolio and reflections on selected positions.
Thomas Shrager and Tweedy give an update on the stock market, their portfolios and share their reflections on selected positions.
Thomas Shrager and Tweedy give an update on the stock market, their portfolios and share their reflections on selected positions.
Tweedy Browne’s latest portfolio update for Q2 2023 shows new acquisitions in customer service, IT infrastructure and game development
The team at Tweedy Brown share their assessment of the market both currently and in the long term, as well as the drivers behind the development.
Thomas Shrager and colleagues at Tweedy Browne provide their assessment of the current market in their 1st Quarter 2023 Commentary.
Read Tweedy Browne’s 4th Quarter Commentary.
Read Tweedy Browne’s Investment Adviser’s Letter to Shareholders from September 2022.
After a long period of rather limited activity, Buffett is once again in a shopping mood. The market has taken a nice dive from the top, which has created opportunities. In Buffett’s case, this has resulted in a net purchase of $41.4 billion. USD when offsetting the sale of other shares during the period. It’s the largest single-quarter purchase ever.
