Source Post
Where Are the Best Value Bargains in Today's Market? | Tweedy Browne
Sep 18, 2026
The creator discusses the persistent underperformance of value investing, particularly quantitative value, and highlights the shift in their portfolio towards international small and mid-cap stocks. They express a strong belief that the best value opportunities lie in these segments, especially outside the US, and specifically point to the UK market as being undervalued due to consistent outflows from active equity managers. The creator also notes a recent rotation back to large-cap tech (Magnificent Seven) since the start of the Iran war, which has been disappointing for value investors.
Linked Mentions
Tickers discussed in this post
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.