23 Aug 2023 Polen Capital Management: The Heightened Risk of Passive in U.S. Large-Cap Growth - Portfolio

22 Aug 2023 Warren Buffett's Berkshire Hathaway owns $1 trillion of assets - more than Microsoft, Alphabet and Meta combined - Portfolio

Berkshire's assets have ballooned 33,000-fold under Buffett, from under $30 million when he started.

22 Aug 2023 Polen Capital Management: Emerging Markets - A Rare Window of Opportunity - Portfolio

High-quality businesses in some of the world’s fastest-growing nations currently trade at crisis-level discounts.

21 Aug 2023 Wharton's Jeremy Siegel: No way bonds are as good as stocks for long-run wealth creation

18 Aug 2023 Podcast interview with John Neff of Akre Capital Management - Portfolio

The AI investing craze, the creation of fundamental analysis, compounding returns with Warren Buffett, running a highly concentrated portfolio, and more.

17 Aug 2023 Ariel Investments: Company Spotlight - Royal Caribbean Group - Portfolio

16 Aug 2023 Miller Value Partners Q2 2023 Webinar - Portfolio

Bill Miller IV, Daniel Lysik, and Bill Miller talk about the yield curve, market sentiment, attractive stocks, and more.

15 Aug 2023 Bill Nygren: The opportunity is there to put together a pretty inexpensive portfolio - Portfolio

15 Aug 2023 Seth Klarman on What Makes a Value Investor and Committing ‘Sacrilege’ in New Edition of Security Analysis - Portfolio

To counteract the innate human talent for inventing reasons to hold on to their ideas despite bad or changing news, Baupost requires what it calls a “re-buy analysis.” When circumstances change, analysts use the new information to underwrite existing investments from scratch. Would they buy the same investments today? Baupost’s objective is not to hold investments forever; it’s to hold them until they’re no longer a good investment.

14 Aug 2023 August Views from First Eagle Global Value Team - Portfolio

11 Aug 2023 Best Long-Term Stocks of 2023: Featuring Oakmark's Bill Nygren and Ariel's Ken Kuhrt

10 Aug 2023 Pzena Investment Management 2023 Mid Year Outlook: Co-CIO & Portfolio Manager Rich Pzena and Portfolio Manager Miklos Vasarhelyi discuss the current opportunity for value investors - Portfolio

09 Aug 2023 Third Avenue Small-Cap Value PM, Vic Cunningham, discusses his stock picks: TDW, BATRA, HBB, UMBF - Portfolio

08 Aug 2023 Meridian Contrarian Fund Q2 2023 Commentary - Portfolio

07 Aug 2023 Jensen Quality Value Fund Q2 2023 Webinar - Portfolio

07 Aug 2023 Jensen Quality Growth Fund Q2 2023 Webinar - Portfolio

05 Aug 2023 Chris Bloomstran’s review of Berkshire’s Q2 results - Portfolio

Berkshire reported 2Q results this morning. As always, there's more under the hood than the reported results. A few thoughts on what is a very mixed bag. BRK is a good proxy for the US economy. The industrial economy is weak, consistent with what other companies are reporting. 1/

— Christopher Bloomstran (@ChrisBloomstran) August 5, 2023

05 Aug 2023 Berkshire Hathaway Q2 2023 Earnings Report - Portfolio

05 Aug 2023 Berkshire Hathaway Q2 2023 Earnings Letter - Portfolio

04 Aug 2023 Matrix Asset Advisors Q2 2023 Commentary - Portfolio

03 Aug 2023 Warren Buffett says he’s not worried about Fitch’s U.S. downgrade - Portfolio

"There are some things people shouldn’t worry about, this is one."

02 Aug 2023 First Eagle Investments Q2 2023 Market Overview - Portfolio

02 Aug 2023 Mario Gabelli: We want to buy good companies with good management & valuations

01 Aug 2023 Third Point Q2 2023 Investor Letter - Portfolio

31 Jul 2023 Matrix's David Katz discusses the markets and his picks - Portfolio