Tweedy Browne's new Q3 2026 13F puts 45% of the portfolio in just ten holdings. Learn the five-point Graham checklist behind those picks, used since the firm started in 1920 as Wall Street's buyer of last resort.
• Free DeepValues app, intrinsic value and margin of safety for any stock: iPhone https://apps.apple.com/us/app/deepvalues/id6775568608 · Android https://play.google.com/store/apps/details?id=app.deepvalues.android&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dinvestor
Chapters
(0:00) Deconstructing Tweedy Browne
(0:46) Graham Buffett Checklist
(1:06) Deconstructing Tweedy Browne
(2:45) Graham Buffett Checklist
(9:45) Deconstructing Tweedy Browne
(11:06) Strategic Synthesis
(12:54) Graham Buffett Checklist
(13:57) Deconstructing Tweedy Browne
(15:18) Structural Blind Spots
(18:23) Get the free apps
DeepValues toolkit
• Run the numbers on any stock yourself, free: https://app.deepvalues.ai/?ref=podcast&src=how_tweedy_browne_finds_undervalued_stocks-en
• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed): https://app.deepvalues.ai/letter?src=spotify&ref=how_tweedy_browne_finds_undervalued_stoc
• Is the market overvalued? Track it with Buffett Indicator (iOS): https://apps.apple.com/us/app/buffett-indicator/id6747404614
• The same market gauge on Android, Bubble Watch: https://play.google.com/store/apps/details?id=com.luluventures.bubblewatch.android&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dinvestor
• Open-source research on 300+ companies: https://research.deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=investor&utm_content=how_tweedy_browne_finds_undervalued_stoc
• Deep Value Intelligence, the multi-agent AI analyst: https://deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=investor&utm_content=how_tweedy_browne_finds_undervalued_stoc
• Developer API and MCP server for your AI agents: https://app.deepvalues.ai/developers?utm_source=spotify&utm_medium=description&utm_campaign=investor&utm_content=how_tweedy_browne_finds_undervalued_stoc
Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
• This episode on YouTube: https://youtu.be/_u2whsBcNwA
