#value investing Tech News.
4 stories in the last 7 days
The latest value investing news, distilled by AI into sharp ~100-word summaries. ByteBrief tracks value investing across dozens of tech sources and brings you only what matters, updated hourly. Tap any story for the full brief, or open the original source.
Aon Plc ranks #5 among value stocks Seth Klarman is buying in 2026. The insurance broker expects mid-single-digit organic revenue growth and 70-80 basis points margin expansion. Aon expanded its data center insurance program to $2.5 billion capacity and launched AI tools like Broker Copilot and Claims Copilot.
The S&P 500 hits record highs driven by only about 20 AI-linked megacaps, leaving hundreds of stocks behind. The Vanguard Value ETF (VTV) offers diversification into 311 large-cap value stocks like Berkshire Hathaway and JPMorgan at 21 times earnings, avoiding tech concentration.
Seth Klarman is buying WESCO International (NYSE:WCC), an industrial distributor, ignoring AI hype. WESCO's data center sales hit $4.3 billion in 2025, up 50% year-over-year. The stock trades at a Price/Sales ratio of 0.57x versus a sector median of roughly 1.8x.
Seth Klarman holds Elevance Health (ELV) as a top value stock. The insurer serves 45.4 million members. Q1 2026 revenue and EPS grew, the benefit expense ratio improved to 86.8%, and CMS raised 2027 Medicare Advantage rates. Management raised full-year adjusted EPS guidance. The stock trades at 14.46x forward P/E, nearly 30% below former highs.
Summaries by ByteBrief