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CB
Charles Bobrinskoy
Ariel Investments (vice chairman)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
value vs growth era. inverted impression if shown alone: it is the preamble to a bullish value case by a value manager
“This has been a terrible 15 years for value”
capex into unproven returns. he concedes if we get great returns it will be fine; round rhetoric on the $1T
“a trillion dollars going into data centers”
Nasdaq since this was said: ▼ -2.1% · 24,976 → 24,443 · as of 2026-07-29
overall valuation. partly an appeal to others; not a crash call
“Stocks are pretty fully priced here”
S&P 500 since this was said: ▼ -1.3% · 7,412 → 7,316 · as of 2026-07-29
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