Alexander Steinberg Investments

Howard Hughes Before Its Berkshire Moment?

Investors doubt Ackman and his plan. Their doubt is our opportunity.

18 hrs ago • Alexander Steinberg

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Fairfax Q3: Another Step in Prem Watsa’s Compounding Machine

Can Fairfax replace Berkshire Hathaway in your portfolio?

Dec 14 • Alexander Steinberg

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Howard Hughes: One of the Market’s Most Mispriced Compounders

Investors doubt Ackman and his plan. Their doubt is our opportunity.

Dec 7 • Alexander Steinberg

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November 2025

Big Bad Private Credit: The Market's Favorite Fear Story

Alexander Steinberg Investments is a reader-supported publication.

Nov 30 • Alexander Steinberg

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F&G Annuities & Life: The Logic Behind the Partial Spin

Alexander Steinberg Investments is a reader-supported publication.

Nov 11 • Alexander Steinberg

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Why Is Apollo So Optimistic?

The Q3 results spoke clearly — and Apollo’s leadership sounded even more assured.

Nov 9 • Alexander Steinberg

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The Market Doesn't Believe Blue Owl

After the earnings call, Blue Owl is down ~5% and it does not seem justified.

Nov 2 • Alexander Steinberg

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October 2025

Howard Hughes - A Deeper Dive

Investors doubt Ackman and his plan. Their doubt is our opportunity.

Oct 23 • Alexander Steinberg

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Progressive shares drop

This is a brief communication regarding today's drop in Progressive ($PGR).

Oct 15 • Alexander Steinberg

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Howard Hughes: Berkshire Hathaway 2.0 or The World According to Ackman

Alexander Steinberg Investments is a reader-supported publication.

Oct 12 • Alexander Steinberg

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Why Western Midstream Came Back on My Radar So Quickly

Alexander Steinberg Investments is a reader-supported publication.

Oct 1 • Alexander Steinberg

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September 2025

The Hidden Gem of My Insurance Portfolio or What's Coming in October

Alexander Steinberg Investments is a reader-supported publication.

Sep 29 • Alexander Steinberg

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