Top Topics and Guests on GuruFocus
As we enter a new year, it’s important to reflect on the past and learn from it. In the world of investing, this means looking back at the topics and guests that garnered the most attention on GuruFocus in 2023. A year of uncertainty, there were still plenty of noteworthy events and discussions that caught the eye of our readers.
One of the top articles of the year was about Warren Buffett’s Berkshire Hathaway increasing its investment in Capital One Financial. This move sparked interest and discussion among investors, as did other topics such as Mohnish Pabrai’s positions in Alpha Metallurgical Resources and Consol Energy, and assessments of companies like Alibaba Group Holding and PayPal Holdings.
In addition to these popular articles, our revamped GuruFocus Value Insights podcast also featured well-known investors such as Dave Sather, Bill Smead, and Chip Rewey. These guests attracted large audiences and provided valuable insights for our readers.
Looking ahead to 2024, we aim to continue providing thought-provoking content for our members.
The Robot Portfolio, a computer-driven stock-picking paradigm started in 1999, also celebrated its 25th anniversary this past year. With a theoretical return of 1374%, it has outperformed the Standard & Poor’s 500 Total Return Index, which had a return of 598% over the same period.
Each year, the Robot Portfolio selects the 10 cheapest stocks among all US stocks with a market value of $500 million or more, positive earnings, and debt less than equity. This year, eight of the 10 selections were energy companies, highlighting a trend in the market.
The rationale behind this approach is that stocks often outperform when they exceed expectations, and low expectations are easier to beat. The Robot Portfolio’s top pick for 2024 is Southwestern Energy Co. a natural gas producer with a low price-earnings ratio of 1.4.
