Motley Fool Money Au revoir, Warren….
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Nov 13, 2025 
Matt Frankel is a seasoned investing analyst known for his insights on Berkshire Hathaway, while Jon Quast focuses on long-term investment strategies. They discuss Buffett's surprising decision to step down and his continuing influence on investors. The guests analyze the muted market reactions following the government shutdown and share strategies for filtering market noise from valuable signals. They also highlight intriguing stock picks, including Canadian Solar, Appian's turnaround potential, and Deckers Brands' strong market position.
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Market Largely Ignored The Shutdown
- The longest government shutdown barely dented the S&P 500, which rose about 2% over 42 days.
- Market action often ignores sensational headlines when fundamentals and company-level performance matter more.
Filter Noise By Time Horizon
- Compartmentalize temporary versus permanent headwinds when evaluating investments.
- Favor buying quality businesses beaten down by temporary issues rather than chasing cheap troubled firms.
Time Filters Signal From Noise
- Use time as a primary filter: two months is negligible for a five-year investment horizon.
- Structural trends like aging demographics or housing supply have far greater long-term impact than short-term headlines.