Buxton Helmsley delivers exceptional value through rigorous analysis, proactive engagement, and disciplined execution.
Concentrated portfolio of undervalued companies with clear catalysts for value realization.
Learn MoreA forensic, research-intensive approach to identifying undervalued companies and working alongside leadership to realize value.
Learn MoreCreating sustainable value through constructive engagement with portfolio companies.
Learn More"The most consequential earnings quality debate of the artificial intelligence capital expenditure cycle is being fought over a single line item that almost no investor reads carefully: the estimated useful life of servers and network equipment. In a series of public posts beginning November 11, 2025, the investor Michael Burry—best known for his pre-crisis short of the United States housing market—accused five public companies of having understated depreciation expense across the period from 2026 through 2028 by approximately $176 billion, with the result that, in his estimate, Oracle Corporation’s reported earnings for 2028 will be overstated by 26.9 percent and Meta Platforms, Inc.’s by 20.8 percent.¹ The companies named in those public statements were Microsoft Corporation, Meta Platforms, Alphabet Inc., Amazon.com, Inc., and Oracle.² CNBC, Bloomberg, and Fortune have each reported on the allegations and confirmed the directional movement of the underlying disclosure changes from primary filings.³"
View Insights ArticleBuxton Helmsley employs a concentrated, research-intensive investment process grounded in forensic financial analysis and an institutional understanding of securities regulation. The firm takes meaningful positions in a select number of companies where it has developed high-conviction views on value, and engages constructively with management and boards to realize that value for all shareholders.
Concentrated portfolio of high-conviction positions
Investment process rooted in forensic financial analysis
Constructive engagement with boards and management teams
Disciplined risk management and portfolio construction
Buxton Helmsley has been recognized by leading financial publications and industry analysts for our commitment to excellence and results.
for Fossil Group, Inc. (NASDAQ: FOSL) shareholders within approximately 2 years of securing board representation
Through disclosure changes, SEC enforcement action, or bankruptcies
Bloomberg, based on number of campaigns
As Buxton Helmsley
* The +505% return figure for Fossil Group, Inc. (NASDAQ: FOSL) assumes a shareholder held their shares continuously from March 24, 2024, for approximately two years forward.
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