Investors / stance tracking
What Arnold Van Den Berg is saying
FollowFollowingUnfollowFounder & CEO, Century Management
4 dated public stances tracked since 2026-09-29, most recently 2026-09-29. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Arnold Van Den Berg's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Arnold Van Den Berg is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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4
tracked stances
4
themes
0
side flips
2026-09-29
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| Commodities Broad | 1 | 1 bullish | 2026-09-29 | |
| ENERGY | 1 | 1 bullish | 2026-09-29 | |
| GOLD | 1 | 1 bullish | 2026-09-29 | |
| VALUE STOCKS | 1 | 1 bullish | 2026-09-29 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Energy stocks are as cheap as at the 1974 market bottom, oil has completed an 8-year bear market cycle (dating from 2007) which Van Den Berg identifies as the historical milestone for re-entry, and fears about fossil fuel displacement are dismissed as…
“Stocks, believe it or not, in the energy section are selling as cheap as when I started Century Management in '74”
Arnold Van Den Berg: A Mind Trained to Value
Gold miners were purchased at deeply depressed valuations and Van Den Berg holds the position with conviction through continued underperformance, treating the drawdown as a value investor's expected cost of early entry rather than a reason to exit
“We made commitments to gold stocks. We bought them when they were way down, but they're still lower”
Arnold Van Den Berg: A Mind Trained to Value
2026-09-29
Commodities Broad
bullish
MOI Global · video
The Goldman Sachs commodity index relative to the S&P is at a 50-year low, and a decade of underinvestment in commodity production has created supply shortages analogous to the chip shortage, supporting a commodity bull market independent of the inflation…
“the commodities are the cheapest in 50 years. Now, that gets my attention”
Arnold Van Den Berg: A Mind Trained to Value
2026-09-29
VALUE STOCKS
bullish
MOI Global · video
Value has outperformed growth in 73 of 84 rolling 10-year periods since 1938 and the current underperformance is a temporary fashion driven by passive-flow concentration in FANG names that Van Den Berg expects to reverse as passive assets rotate toward…
“who in the world wants to buy a cheap value stock? — but all but 11 value has outperformed”
Arnold Van Den Berg: A Mind Trained to Value
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