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🚨Why Berkshire is Acquiring Taylor Morrison Acquisition? 🚨• Deal type: All-cash acquisition• Offer price: US$72.50 per s...
05/06/2026

🚨Why Berkshire is Acquiring Taylor Morrison Acquisition? 🚨

• Deal type: All-cash acquisition
• Offer price: US$72.50 per share
• Equity value: About US$6.8 billion
• Enterprise value: About US$8.5 billion, including debt
• Premium: About 24% above Taylor Morrison’s US$58.50 closing price on 29 May 2026.

🎯 What Taylor Morrison Does 🎯
• U.S. homebuilder and community developer.
• Operates 350+ communities across 21 markets in 12 states.
• Brands include:
* Taylor Morrison — main homebuilding brand
* Esplanade — resort/lifestyle communities
* Yardly — rental communities
• Also offers mortgage, title, escrow, and homeowners’ insurance services.

🎯 Management & Closing 🎯
• Taylor Morrison will keep its existing management team.
• CEO Sheryl Palmer will remain in charge.
• Expected closing: second half of 2026.
• Requires Taylor Morrison shareholder approval and regulatory approvals.
• After closing, Taylor Morrison will become private and delist from NYSE.

🎯 Why Berkshire Might Not Buy NVR, Toll Brothers, or Pulte Instead 🎯

✅ 1) The Best Company Is Often Too Expensive
• NVR typically trades at a premium valuation.
• Management may not want to sell.
• Berkshire would likely need to pay a huge control premium.

Buffett frequently avoids auctions for great companies if the price becomes unreasonable.

✅ 2) Berkshire Buys Entire Businesses, Not Stocks

As public investors, we can buy:
• NVR
• PulteGroup
• Toll Brothers
at market prices.

Berkshire must buy:
• 100% ownership
• Management cooperation
• Regulatory approval

Many companies simply aren’t for sale.

Taylor Morrison’s board and management were willing sellers.

That alone makes it a much more realistic target.

✅ 3) Berkshire Likes Good Businesses During Industry Weakness

The housing sector has been under pressure because:
• Mortgage rates remain elevated.
• Housing affordability is weak.
• New-home demand has slowed.

When an industry is temporarily unpopular, Berkshire often steps in.

Examples:
• American Express after the Salad Oil Scandal.
• Bank of America after the financial crisis.
• BNSF after recession fears.
• Apple when investors worried about iPhone growth.

✅ 4) Berkshire Loves Strong Management

One of Buffett’s most repeated principles:
“When we buy a business, we are buying management.”

Taylor Morrison CEO Sheryl Palmer has led the company since 2007.

Under her leadership:
• Revenue expanded significantly.
• Profitability improved.
• The company navigated multiple housing cycles.
• Shareholder returns were strong.

✅ 6) Taylor Morrison Fits Berkshire’s Existing Housing Ecosystem

Berkshire already owns:
• Clayton Homes
• Acme Brick
• Johns Manville
• Benjamin Moore

Taylor Morrison gives Berkshire:
• Site-built homes
• Land development expertise
• Mortgage services
• Title and escrow services

The acquisition is strategically complementary.

At Value Investing Academy, We Care to Make You a Better Investor!

😱 Is SpaceX IPO a Legal Scam? 😱A few red flags:1) Company has Highest Loss • Among other IPOs of similar capacity, it ha...
03/06/2026

😱 Is SpaceX IPO a Legal Scam? 😱

A few red flags:
1) Company has Highest Loss
• Among other IPOs of similar capacity, it has the highest loss of -US$4.9B

2) Company has Highest Valuation
• ~94X revenue at US$1.75 trillion. This means that SpaceX would immediately rank among the most valuable companies in the world, alongside companies like NVIDIA, Microsoft, and Apple.

Who would buy this crap to make the sellers rich? 💰

At Value Investing Academy, We Care to Make You a Better Investor!

03/06/2026

🚨The Importance of Not Listening to Others! 🚨

Warren Buffett has repeatedly emphasized that investors should think independently and avoid being swayed by the opinions of others, including economists, market commentators, analysts, and the media.

Buffett’s Views on Ignoring Other People’s Opinions

✅ 1) Think Independently

“You don’t have to be right because others agree with you. You are right because your facts and reasoning are right.”

✅ 2) Ignore Market Noise

Buffett has often warned investors against listening to daily market predictions.

“We have long felt that the only value of stock forecasters is to make fortune tellers look good.”

✅ 3) Economists Cannot Predict Markets

“We’ve long ago felt that the only people who have a great deal to gain from economists are economists themselves.”

Meaning:
• Economic predictions often sound intelligent but have little practical investing value.
• Investors should spend more time studying businesses than economic forecasts.

✅ 4) Ignore Predictions About the Economy

In Berkshire Hathaway’s annual reports, Buffett repeatedly noted that major economic events did not stop great businesses from creating wealth.

“If we had let a fear of unknowns stop us from making new investments, few investments would ever have been made.”

Examples Buffett lived through:
• Cuban Missile Crisis
• Oil shocks
• Black Monday (1987)
• Dot-com crash
• Global Financial Crisis
• COVID pandemic

Despite all these events, the long-term value of good businesses continued to grow.

✅ 5) Be Fearful When Others Are Greedy

Buffett often advises investors to do the opposite of the crowd.

“Be fearful when others are greedy and greedy when others are fearful.”

✅ 6) Don’t Ask the Barber If You Need a Haircut

“Never ask a barber whether you need a haircut.”

✅ 7) Ignore Political and Economic Forecasts

Buffett has openly admitted he does not make investment decisions based on politics.

“I have no idea what the market is going to do tomorrow, next week, next month, or next year.”

✅ 8 ) The Market Exists to Serve You, Not Guide You

Borrowing from Benjamin Graham, Buffett often references “Mr. Market.”

“The market is there to serve you, not to instruct you.”

Meaning:
• Market prices are opportunities.
• They are not instructions.
• Investors should decide value independently.

Buffett does not ask:

❌ What will GDP growth be next year?
❌ What will interest rates be in six months?
❌ What do economists predict?
❌ What is the market consensus?

✅ Value Investing Takeaway ✅
“The stock market is a device for transferring money from the impatient to the patient.”

The essence of Buffett’s approach is:
• Think independently.
• Ignore short-term forecasts.
• Ignore crowd opinion.
• Ignore economic predictions.
• Focus on business fundamentals.
• Buy with a long-term horizon.
• Let facts and reasoning guide decisions rather than popular opinion.

At Value Investing Academy, We Care to Make You a Better Investor!

🤩 ViA Improves Lives! 🤩Most people spend years working hard for money.But very few spend time learning how to make money...
30/05/2026

🤩 ViA Improves Lives! 🤩

Most people spend years working hard for money.

But very few spend time learning how to make money work for them.

The reality is that saving alone will not be enough. Inflation quietly reduces the purchasing power of our money over time. What S$100 can buy today may cost much more in the future.

This is where investing becomes important.

Investing allows your money to grow alongside businesses, innovation, and economic progress. It gives you an opportunity to build wealth, achieve financial goals, and create more choices for yourself and your family.

However, not all investing is the same.

At its core, value investing is about buying a good business at a reasonable price. Instead of chasing trends, hot tips, or speculation, value investors focus on understanding the business, its long-term potential, and whether it is worth more than its current market price.

Some of the world’s most successful investors, including Warren Buffett, have used this approach for decades.

Value investing teaches patience, discipline, and rational decision-making. It is not about getting rich quickly. It is about building wealth steadily over time while managing risk.

The best time to start learning about investing was years ago.

The second-best time is today.

Your future self may thank you for the decision you make now.

What was the first investment lesson that changed the way you think about money?

“Don’t just work for money. Learn how to make money work for you.

💡📈 ”

What is really driving this stock market rally?Many investors see a strong rally and jump in because of FOMO (fear of mi...
29/05/2026

What is really driving this stock market rally?
Many investors see a strong rally and jump in because of FOMO (fear of missing out).

And I think that is where the mistake begins, comparing share price with share price.

A runaway market move is usually driven by more than one thing: liquidity, blind optimism, momentum, positioning, and a theme the market believes can keep growing for years. Right now, AI is one of the biggest forces behind that confidence.

For me, I am still only focused on one thing: valuation and fundamentals.

"Never compare share price to share price"

Read our latest blog article: https://go.valueinvestingacademy.sg/runawayrally

28/05/2026

🎯 Importance of Widening Moat Over Time! 🎯

Buffett’s view:
A great business should focus on widening its moat, even if it reduces short-term profit.

✅ Why: A moat protects long-term pricing power, customer loyalty, brand strength, and high returns on capital.

✅ Key idea: Buffett tells Berkshire managers to make their business moat wider every year, not just maximise this year’s earnings.

✅ Short-term profits can be dangerous when:
• The company cuts R&D.
• Customer service declines.
• Brand trust weakens.
• Competitors catch up.
• Management chases quarterly numbers.

✅ Value investor lesson:
A company that sacrifices some profit today to strengthen its moat may become more valuable over time.

✅ Simple example:
If a company spends more on product quality, customer experience, technology, or distribution, profit may fall short term — but the business becomes harder to compete with.

✅ Buffett-style conclusion:
Prefer a business that is building long-term competitive advantage over one that is merely showing better short-term earnings.

At Value Investing Academy, We Care to Make You a Better Investor!

🥰 ViA Transforms Lives! 🥰Ever wondered what it feels like to truly understand investing instead of just guessing?The Val...
17/05/2026

🥰 ViA Transforms Lives! 🥰

Ever wondered what it feels like to truly understand investing instead of just guessing?

The Value Investing Programme (VIP) organised by Value Investing Academy has transformed the way thousands of people across Asia think about money, businesses, and long-term wealth creation.

From complete beginners to experienced investors, many students walked into the programme feeling confused by stock markets… and walked out with a structured investing framework inspired by legends like Warren Buffett, Charlie Munger, and Benjamin Graham.

Why do students love the programme?

✅ Complex financial concepts are explained in simple, practical language
✅ Real-world company case studies make learning engaging
✅ Coaches genuinely care about helping participants improve
✅ A supportive investing community continues even after the course
✅ Students gain confidence to analyse businesses independently

Top 5 Testimonials from VIP Participants:

1️⃣ “Before VIP, investing felt intimidating. Now I finally know how to read financial statements and understand what I’m buying.”

2️⃣ “The coaches explained difficult concepts in such a simple way. Even without a finance background, I could follow along comfortably.”

3️⃣ “VIP changed my mindset completely. I stopped chasing hot tips and started thinking like a business owner.”

4️⃣ “The value I gained from this programme was far greater than the course fee. It gave me clarity and confidence for life.”

5️⃣ “The community is amazing. Everyone genuinely wants to learn and help one another become better investors.”

Since 2010, Value Investing Academy has conducted programmes across 11 cities in Asia and impacted over 50,000 attendees through its investing education programmes.

At ViA, the mission is simple:

“We Care and Make You a Better Investor.”

Tonight marked another milestone for our Advance Value Investing Programme, batch PNWA 35, as we celebrated the graduati...
12/05/2026

Tonight marked another milestone for our Advance Value Investing Programme, batch PNWA 35, as we celebrated the graduation of yet another accomplished group of investors.

Over the course of the programme, we explored diverse portfolio strategies designed to generate multiple income streams.

We also delved into various ETFs with the potential to outperform over 95% of professionally managed funds.

With this solid foundation, our graduates are poised for long-term success and empowered to take control of their financial futures.

Special thanks to all our ViA Coaches and in-house team who made the event possible!

At ViA, We Care to Make You a Better Investor!

11/05/2026

💰Peter Lynch’s Advice on Investing! 💰

Peter Lynch strongly believed that one of the biggest advantages individual investors have is the ability to understand businesses deeply before investing.

He often warned investors not to buy stocks simply because:

• The stock price is going up
• Someone on TV recommends it
• It sounds “high-tech” or exciting
• Other people are making money from it

Instead, Lynch believed investors should first understand:

• How the company makes money
• What products or services it sells
• Why customers buy from the company
• Whether the business has a durable competitive advantage
• If the company’s future growth story makes sense

One of his most famous ideas was:

“Never invest in any idea you can’t illustrate with a crayon.”

What Lynch meant:

• If you cannot explain the business in simple language, you probably do not understand it well enough.
• Complexity increases the chance of mistakes.
• Simplicity helps investors stay rational during market panic.

Lynch also popularised the idea of:

“Invest in what you know.”

Examples:

• A parent noticing a retail store constantly crowded
• A teenager seeing friends prefer a certain brand
• A worker understanding trends within their industry
• Customers repeatedly using a product daily

He believed ordinary people could discover great companies before Wall Street analysts noticed them because they interact with businesses in real life every day.

However, Lynch did not mean:

• Buy every company you personally like
• Ignore financial statements
• Invest emotionally

After spotting a good business, he still believed investors must study:

• Revenue growth
• Earnings growth
• Debt levels
• Cash flow
• Valuation
• Competitive risks

According to Lynch, knowing a company well helps investors:

• Hold through market volatility
• Avoid panic selling
• Identify whether bad news is temporary or permanent
• Distinguish strong businesses from speculative hype

A key lesson from Lynch’s philosophy:

• Good investing is not about predicting the economy.
• It is about understanding businesses better than the crowd.

His investing style heavily emphasised:

• Circle of competence
• Independent thinking
• Long-term understanding
• Real-world observation
• Simplicity over complexity

This philosophy was a major reason why Lynch achieved exceptional returns while managing the Fidelity Investments Magellan Fund from 1977 to 1990.

At Value Investing Academy, We Care to Make You a Better Investor!

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