Would you trust the advice of an investor who has doubled the annual return of the S&P 500 over the past 10 years? Probably so, which is why Matt and Paul love to track the investment decisions made by Alleghany, a Berkshire Hathaway-like insurance company with a proven knack for generating superior investment returns. In fact, Matt and Paul like Alleghany so much, they've made it a core position in their real-money portfolio.

So what stocks has Alleghany been buying and selling lately? Check out today's video for the inside scoop.

With the swelling of the global middle class, energy consumption will skyrocket over the next few decades, and long-term investors know that you want exposure to this space now. We've picked one incredible natural gas company that presents a rare "double-play" investment opportunity today. We're calling it "The One Energy Stock You Must Own Before 2014," and you can uncover it today, totally free, in our premium research report. Click here to read more