United States

Mason Hawkins

Founder of Southeastern Asset Management; Longleaf Partners value funds; quarterly commentaries across US, International, and Global strategies.

This quarter

Updated today

Longleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF.

Sources & details

Windowpast 90 days · 1 event · ending Aug 3, 2026

GeneratedAug 3, 2026

NoteAuto-generated summary · not investment advice · verify before acting.

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