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deepconviction

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ORBIS Insight
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GUY SPIER IS GOING NUCLEAR ON BRK! This isn't diversification, this is pure, unadulterated conviction. Nearly 50% of the Q4 2025 portfolio is parked deep in Berkshire Hathaway. While the herd chases noise, Spier is betting everything on patience and discipline. This level of focus forces everyone to question their own strategy. Are you hedging or are you building? • Uncomfortable focus = Massive conviction. • Patience over panic is the alpha move. #ValueInvesting #BRK #DeepConviction #AlphaTrade 🚀
GUY SPIER IS GOING NUCLEAR ON BRK!

This isn't diversification, this is pure, unadulterated conviction. Nearly 50% of the Q4 2025 portfolio is parked deep in Berkshire Hathaway.

While the herd chases noise, Spier is betting everything on patience and discipline. This level of focus forces everyone to question their own strategy. Are you hedging or are you building?

• Uncomfortable focus = Massive conviction.
• Patience over panic is the alpha move.

#ValueInvesting #BRK #DeepConviction #AlphaTrade 🚀
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