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Next Berkshire Hathaway

[Inner Circle] The Next Berkshire Hathaway – Part 2, The Financials

Research / /

Previously I introduced the company I am positing as the next Berkshire Hathaway. This is a call I do not make lightly, and therefore, the research is deeper and more extensive. After all, we are looking at something we might hold for decades. If you have not read the Part 1, you can do so […]

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next berkshire hathaway

[Inner Circle] The Next Berkshire Hathaway – Part 1

Research / /

It takes a special kind of company to be crowned the Next Berkshire Hathaway, and I believe I have found one. Warren Buffett invested in this company and sat on its Board for 37 years. Tom Gayner from Markel is a current Director. The management of the company is disciplined and plays for the long

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[Inner Circle] $VTRS – Viatris, a Low Hanging Fruit in the Pharmaceutical Industry

Research / /

[This article was originally published on Apr 27, 2025] Martin Shkreli, the poster boy for pharma greed, criticized this company at the rate it was raising its prices for EpiPen. On 2009 the wholesale price of two EpiPens was about $100, by July 2013 the price was about $265, in May 2015 it was around

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[Inner Circle] $VTRS – Viatris, a Low Hanging Fruit in the Pharmaceutical Industry Read More »

Dividend Fortress Portfolio

[Inner Circle] $SNA – Dividend Fortress Portfolio Stock Review

Research / /

[This analysis was originally published on March 20, 2025] You can build an industrial behemoth with a single idea. This is what this company did. They started out building interchangeable handles and sockets for the automotive repair industry in 1920. Automobiles were just catching on and repair was a growing market. Pretty soon, they started

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Shoe Carnival Stock

[Inner Circle] $SCVL – Small Cap Value with Growth Characteristics

Research / /

[This report was originally published on March 2, 2025] 20% of the stock of this small cap company has been shorted. A whole lot of investors expect the company to fail. The stock price has declined 31% in the last 1 year. For a contrarian, this may be enough to take a position against the

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[Inner Circle] $SCVL – Small Cap Value with Growth Characteristics Read More »

Celanese report

[Inner Circle] $CE – This Stock Just Bottomed—Here’s Why the Next Move Could Be Explosive

Research / /

[This article was originally posted on January 29, 2025] Bank of America Sees Market Bottoming for This Chemical Giant in 2025 Bank of America upgraded this stock from Underperform to Buy on January 14, 2025. That’s a major shift—how often do you see analysts leapfrogging multiple rating levels in one go? Why the Sudden Upgrade? Let’s Look at the Facts

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[Inner Circle] $CE – This Stock Just Bottomed—Here’s Why the Next Move Could Be Explosive Read More »

next berkshire hathaway

[Inner Circle] $INVE – This Company has Enough Cash to Buyback ALL of its Stock. And Still have Money Left Over

Research / /

[This article was originally published on Dec 8, 2024] At first glance, you see nothing more than a mediocre company struggling to make a profit and in search of direction. Run any of the typical value screens based on earnings or profits, and you will immediately discard this stock from your watchlist. Indeed, many investors

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[Inner Circle] $INVE – This Company has Enough Cash to Buyback ALL of its Stock. And Still have Money Left Over Read More »

[Inner Circle] $ACU – Acme United Stock Review

Research / /

[This article was originally published on Nov 17, 2024] If you have school-age kids, you have seen their products but probably don’t know the company that makes them. Today, we will review Acme United ACU -0.50%↓ in detail to determine whether it is attractive enough for our value portfolio. In this review, we will cover: A brief description

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[Inner Circle] $ACU – Acme United Stock Review Read More »

next berkshire hathaway

[Inner Circle] $MLR – Fast Growing, Undervalued, and the Activists are All Over this Stock

Research / /

Photo by Markus Spiske on Unsplash [This article was originally published on Nov 5, 2024] The stock I am going to highlight today is in one of the most boring industries you can think of. This is one of those companies whose products you probably see every day, but you never stop to ask who makes them, neither

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[Inner Circle] $MLR – Fast Growing, Undervalued, and the Activists are All Over this Stock Read More »

[Inner Circle] $ATKR – Atkore: Deep Dive – Is It Time to Buy? – Oct 6, 2024

Research / /

[This article was originally published on Oct 6, 2024] Recently, Atkore, ATKR -1.85%↓ caught our attention on the Graham Enterprising Investor screen, and I was quite optimistic. But a surface-level analysis is never enough when it comes to making smart investment decisions. Now, it’s time to dig deeper and find out whether Atkore’s current valuation makes it a strong

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[Inner Circle] $ATKR – Atkore: Deep Dive – Is It Time to Buy? – Oct 6, 2024 Read More »

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