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Category: Tweedy Browne

Thomas Shrager: Superior Value Outside the U.S

Borsgade July 3, 2025

In a comprehensive interview, Thomas Shrager and Jay Hill from the renowned New York value investing boutique Tweedy, Browne articulate their belief that the most compelling investment opportunities currently lie outside the United States. The veteran fund managers, who oversee portfolios for the 104-year-old firm, explain that international markets offer dramatically better value propositions than the overvalued U.S. equity market, which they describe as “priced for perfection” at 24 times earnings.

Tweedy Brown: Q1 2023 comments

Borsgade May 12, 2023

Thomas Shrager and colleagues at Tweedy Browne provide their assessment of the current market in their 1st Quarter 2023 Commentary.

What did the gurus buy in Q1 2022?

Peter Stæhr May 31, 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.