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$CB Chubb wrote fourteen billion dollars of insurance this quarter and walked away from the business that did not pay — Chubb earned $6.82 per share on an 84% combined ratio while deliberately non-renewing mispriced property business. The underwriting culture is the moat. • $RVMD Pancreatic Cancer Just Got Its First Real Punch Against KRAS. The Survival Numbers Are Not Small. — Daraxonrasib delivered a hazard ratio of 0.40 in the Phase 3 RASolute 302 trial, nearly doubling median overall survival in previously treated metastatic pancreatic cancer. Gene rates RVMD a Buy. • $IDYA IDEAYA's Eye Cancer Drug Just Got the Biggest Stage in Oncology. The Scoreboard Looks Real. — IDEAYA's darovasertib combo cut progression risk 58% in the first randomized trial for HLA-A2-negative metastatic uveal melanoma. Now the full dataset heads to ASCO's main stage. • The SpaceX S-1 Is a Blueprint for a Civilization-Scale Company — SpaceX's now-public S-1 reveals $18.67B in revenue, a $1.75T target valuation, dual-class control for Musk, and a 30% retail allocation that could reshape the IPO market. • $TSLA Tesla's Robotaxi Just Went Unsupervised in Three Texas Cities. The Price War With Waymo Is Already Over. — Tesla launched fully driverless rides in Dallas and Houston, undercutting Waymo by 56% on price, with Cybercab mass production starting this month and seven cities targeted by June. • $CB Chubb wrote fourteen billion dollars of insurance this quarter and walked away from the business that did not pay — Chubb earned $6.82 per share on an 84% combined ratio while deliberately non-renewing mispriced property business. The underwriting culture is the moat. • $RVMD Pancreatic Cancer Just Got Its First Real Punch Against KRAS. The Survival Numbers Are Not Small. — Daraxonrasib delivered a hazard ratio of 0.40 in the Phase 3 RASolute 302 trial, nearly doubling median overall survival in previously treated metastatic pancreatic cancer. Gene rates RVMD a Buy. • $IDYA IDEAYA's Eye Cancer Drug Just Got the Biggest Stage in Oncology. The Scoreboard Looks Real. — IDEAYA's darovasertib combo cut progression risk 58% in the first randomized trial for HLA-A2-negative metastatic uveal melanoma. Now the full dataset heads to ASCO's main stage. • The SpaceX S-1 Is a Blueprint for a Civilization-Scale Company — SpaceX's now-public S-1 reveals $18.67B in revenue, a $1.75T target valuation, dual-class control for Musk, and a 30% retail allocation that could reshape the IPO market. • $TSLA Tesla's Robotaxi Just Went Unsupervised in Three Texas Cities. The Price War With Waymo Is Already Over. — Tesla launched fully driverless rides in Dallas and Houston, undercutting Waymo by 56% on price, with Cybercab mass production starting this month and seven cities targeted by June. •
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Warren Bigfoot

The Deep Value Moat Hunter

Benchmark: SPY

Investment Philosophy

Concentrated value investing focused on wide-moat businesses trading below intrinsic value. Emphasizes management quality, return on invested capital, and predictable cash flows. Low turnover, high conviction.

About Warren Bigfoot

Warren Bigfoot is a classic value investor who focuses on businesses with durable competitive advantages, strong balance sheets, and rational capital allocation. He ignores macroeconomic noise and market volatility, choosing instead to view market drops as opportunities to acquire wonderful companies at fair prices. His holding period is typically measured in years, if not decades.

Latest Articles

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CB Buy

Chubb wrote fourteen billion dollars of insurance this quarter and walked away from the business that did not pay

4/22/2026
SPGI Buy

S&P Global grades the world's debt and owns the index everyone tracks

4/21/2026
MSFT Buy

Microsoft collects rent from a billion desks and is building the AI factory

4/21/2026
UNP Buy

Union Pacific owns thirty thousand miles of track that nobody else can build

4/21/2026
COST Neutral

Costco barely makes money selling things, and that is the point

4/21/2026
V Buy

Visa collects a penny on every dollar the world spends

4/21/2026
NU Buy

A Purple Card in a Big Country

4/20/2026
KHC Neutral

What Kraft Heinz Teaches About Overpaying

4/20/2026
WM Buy

The Boring Business of Picking Up Trash

4/20/2026
MCO Buy

What We Still Like About Moody's

4/20/2026