Is Warren Buffett's strategy becoming obsolete in the AI era, or are we missing the bigger picture?
u/Holiday_Analyst_1898 ·
Reddit — r/ValueInvesting
· March 05, 2026 at 06:53
· ⬆ 19 pts
· 💬 56 comments
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Ok, so I've been down a rabbit hole lately and need to know where everyone else lands on this fr
Buffett's Japan bet is up 384% 👀 AI is apparently copying his stock-picking brain with 60% accuracy. PayPal and Salesforce are getting cooked even though they look "cheap" on paper. And Michael Burry is out here saying that the accounting practices of the "Mag 7" companies, which refers to the seven largest tech stocks, are basically cooked, meaning they are unsustainable or misleading. The vibes are genuinely confusing rn.
So real talk: is value investing having its main character moment again, or is this just mean reversion doing its thing before tech claps back like it always does?
For example, the traditional toolkit (free cash flow, moats, P/E ratios, etc.) was completely consumed for about 60 years without a cap. But something feels off now. I honestly don't know if the old lenses still hold true when a company can go from literally nothing to global dominance in a matter of years, and the most valuable things are untouchable brand loyalty, proprietary data, and trained AI models.
And bro. Google is dropping $75 BILLION into AI infra in ONE year. That's not a rounding error. This represents a significant shift in the industry.
This isn't me hating on the framework, btw. It's more like... does it need a glow up for a world where intangibles are running the whole show?
If you've actually been through the cycles of the dot-com crash, 2008, and the zero-rate clown era, I genuinely want to know: does value always win eventually, or are the rules truly different this time?
drop your take below, no cap