Core Insights - The investment philosophy emphasizes seeking obvious investment opportunities that stand out clearly [1] - The approach has shifted from deep-value investing to focusing on acquiring high-quality businesses for long-term holding [1] - The strategy involves concentrated positions, often initiating investments at 5-10% of the portfolio, with a willingness to let them grow significantly [1] Investment Strategy - The investment style has evolved from a "cigar-butt" approach to a preference for wonderful businesses [1] - The philosophy advocates for holding onto investments without trimming, regardless of their portfolio size [1] - The approach aligns with the idea of nurturing valuable investments while avoiding the temptation to sell off weaker ones [1]

Target Corporation NYSE: TGT is struggling in 2025 and will take time for a sustained turnaround. However, its business remains profitable and a turnaround is likely, making it a deep-value, high-yielding retail stock trading at a generational low. Here’s a look at five reasons why now is a good time to buy it.  Get Target alerts:Target: The Technicals Indicate the Bottom Is In Target TodayTGTTarget$93.01 -5.11 (-5.21%) 52-Week Range$87.35▼$167.40Dividend Yield4.82%P/E Ratio9.86Price Target$127.29Add to Wa ...

I've been in the investing world for almost 10 years now, in which time I've garnered a lot of experience around what works and what doesn't. Over this period, one lesson that has impressed itself upon me is that you should really be looking for investment opportunities that "hit you like a 2x4-to-the-head with how obvious they are," to paraphrase Mohnish Pabrai. As a result of this, in my writing on Seeking Alpha, my goal is to be able to communicate ideas simply, as the investing game is already difficult ...

Core Insights - White Mountains operates in niche segments of the insurance industry, focusing on providing liquidity to asset management firms through Kudu, travel insurance via PassportCard, and reinsurance that mitigates major catastrophes with Ark [1] Group 1: Business Focus - The company emphasizes deep-value investment strategies, targeting overlooked market areas that are often neglected due to market noise or hype [1] - White Mountains invests across various industries, provided there is a thorough understanding of the business model and identification of a sustainable competitive advantage [1]