The Value Investing Podcast with Fexingo: Buffett, Graham, and Long-Term Stock Picking

Lucas and Luna explore Pfizer's transformation from growth pharma giant to a value investor's dilemma. With the stock down over 40% from its pandemic peak and now yielding roughly 5%, they debate whether the selloff is overdone or justified. Lucas walks through Pfizer's pipeline math, the patent cliff on 11 drugs through 2030, and the free cash flow yield argument. Luna pushes back on the 'value t...

Lucas and Luna dig into Berkshire Hathaway's latest SEC filing, which reveals a surprising new position in Perpetua Resources, an Idaho gold and antimony miner that just secured a $2.9 billion federal loan. They explore what drew Buffett to a metals play, how antimony's defense and tech applications fit the value thesis, and why this move echoes a famous Graham-era bet on silver. Plus, a look at h...

Lucas and Luna dig into the big bank earnings beat and widening net interest margins, but stocks like JPMorgan and Bank of America are still trading below historical price-to-tangible-book multiples. Despite the Fed holding rates steady at 3.64 percent, bank profits surged in Q1 2026. Lucas argues the market is pricing in a recession that hasn't arrived, while Luna points to tightening commercial...

In the first episode of The Value Investing Podcast, Lucas and Luna break down the energy sector's surprising outperformance in 2026. With ExxonMobil up over 7% in the last five days alone, they explore what's driving the rally and whether it's a value play or a momentum trap. They dig into Exxon's capital discipline, the oil supply dynamics that pushed prices higher, and why Warren Buffett's Berk...