Tweedy Browne's Q3 13F: Why 45% Sits in Just 10 Stocks | Investor Playbook
Deep Values: Value Investing Deep Dives · Nov 4, 2026 · 18:49
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Nov 4, 2026 · 18:49
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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 · Android
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
• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed)
• Is the market overvalued? Track it with Buffett Indicator (iOS)
• The same market gauge on Android, Buffett Indicator & Shiller PE
• Open-source research on 300+ companies
• Deep Value Intelligence, the multi-agent AI analyst
• Developer API and MCP server for your AI agents
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.
Episodes: Deep Values: Value Investing Deep Dives
