Berkshire Hathaway Is Still Not Undervalued, But Relative Valuation Has Improved

Berkshire Hathaway (BRK.A/BRK.B) looks fully valued as earnings face headwinds from lower rates and insurance normalization.
Harvard Business Review

AI Can Make the Relative-Valuation Process Less Subjective

Relative valuation—using simple metrics to compare a firm’s value to its peers—is a cornerstone of financial decision-making. If a company earns $2 billion in profit, and if similar firms trade at 15 ...

Zoetis: Cheap Valuation And Attractive Product Launch Pipeline

Zoetis targets new therapeutic white spaces—oncology, cardiology, and renal disease—minimizing risk and offering substantial ...
Morningstar

Is the Exceptional Performance of US Stocks Sustainable? Key Takeaways for Investors

The persistent outperformance of US equities over international developed markets since 2008 has left investors grappling with allocation decisions. AQR’s 2025 analysis, “Exceptional Expectations: U.S ...

BNP Paribas sees India regaining EM appeal in 2026; large cap performance, earnings visibility key

Large caps are expected to outperform mid- and small-cap stocks, driven by relative valuation comfort. Mid-cap and small-cap ...