# Value Investing
Latest news and articles about Value Investing
Total: 5 articles found
Institutionalizing the Legend: Berkshire Hathaway and the Great Handover of 2026
As Greg Abel prepares to take the CEO mantle at Berkshire Hathaway in 2026, the firm is transitioning from a personality-driven entity to an institutionalized system of value investing. The shift highlights a move away from Buffett’s personal charisma toward a disciplined, operations-focused management style backed by a record $400 billion cash reserve.
The Re-education of China’s Buffett: Chen Fashu’s Tactical Retreat into Dairy
Legendary investor Chen Fashu has pivoted his strategy toward defensive blue-chip stocks with a major stake in Yili Group, following a career defined by both massive contrarian wins and a notable failure in state-owned enterprise reform. This shift reflects a broader trend among high-profile Chinese investors seeking stability and dividends in a maturing, less certain economic landscape.
The Oracle’s New Play: Why Duan Yongping is Betting on Pop Mart’s Global Ambition
Renowned value investor Duan Yongping has pivoted from skeptic to bull on Pop Mart, utilizing an options-based strategy to build a position. His conviction stems from Pop Mart's successful international expansion and robust IP portfolio, despite recent market volatility following conservative growth guidance.
The Oracle’s Second Act: Buffett Revives the $19 Million Power Lunch with a Cultural Twist
Warren Buffett is restarting his famous charity lunch auction at age 95, partnering with NBA star Stephen Curry to raise funds for the GLIDE Foundation. The event marks a significant return for the high-priced tradition that has historically captivated global business elites, particularly Chinese entrepreneurs, while Buffett continues to emphasize long-term industrial investment over market speculation.
The Hollowed-Out Pioneer: How China’s Value-Investing Icon Lost Its Soul
Orient Securities Asset Management, once China's premier value-investing house, is facing a terminal talent crisis following the departure of its FOF head and a 50% drop in mixed-fund assets. The firm is now attempting a risky pivot into the crowded ETF space to offset the collapse of its active management business.