30 Jul 2023 Why You Should Pick Businesses, Not Stocks - Portfolio

Can you beat the averages? At least Warren Buffett can. What can mere mortals learn from his success?

30 Jul 2023 @ChrisBloomstran - Portfolio

Remarkable that the Nasdaq 100 is back to only 5% below its all-time high while ARKK remains 68% below its 2021 top (requiring > a triple to return). So profits and price matter? Consider that only 4 of ARKK’s 30 companies are profitable while only 2 of the NDX’s 100 are not. 1/ pic.twitter.com/Zghqj9xt6u

— Christopher Bloomstran (@ChrisBloomstran) July 29, 2023

28 Jul 2023 Wharton's Jeremy Siegel on the equity markets

28 Jul 2023 Mairs & Power Growth Fund Q2 2023 Commentary - Portfolio

28 Jul 2023 FPA Queens Road Small Cap Value Fund Q2 2023 Commentary - Portfolio

27 Jul 2023 Polen U.S. SMID Company Growth Q2 2023 commentary - Portfolio

27 Jul 2023 Polen U.S. Small Company Growth Q2 2023 commentary - Portfolio

27 Jul 2023 Wharton's Jeremy Siegel on the Fed, economy, inflation

26 Jul 2023 Polen International Growth Q2 2023 Commentary - Portfolio

26 Jul 2023 July Views from First Eagle Global Value Team - Portfolio

25 Jul 2023 @ChrisBloomstran - Portfolio

What were the most extraordinary comments on the Tesla earnings call? Was it invoking Ben Graham’s Mr. Market as to when to buy or sell Tesla shares (never, or seldom when it comes to selling, except the CEO and his brother) and ascribing Mr. Market to Buffett and not Graham? 1/ pic.twitter.com/cNkEu1gnuT

— Christopher Bloomstran (@ChrisBloomstran) July 25, 2023

25 Jul 2023 Oakmark's David Herro: European financials remain one of the most undervalued sectors - Portfolio

25 Jul 2023 Value Investor Insight interview with Oakmark's Clyde McGregor and Michael Nicolas - Portfolio

25 Jul 2023 Sound Shore Fund Q2 2023 Commentary - Portfolio

24 Jul 2023 Dodge & Cox Q2 2023 Market Commentary - Portfolio

21 Jul 2023 Weitz Value Fund Q2 2023 Commentary - Portfolio

20 Jul 2023 Oakmark's Mike Nicolas: Valuation triggered our decision to sell Netflix - Portfolio

19 Jul 2023 Ariel Focus Fund Q2 2023 Commentary - Portfolio

19 Jul 2023 Ariel Appreciation Fund Q2 2023 Commentary - Portfolio

18 Jul 2023 Seth Klarman – Timeless Value Investing - Portfolio

18 Jul 2023 Weitz Investment Management Q2 2023 Commentary: Patience Counts - Portfolio

17 Jul 2023 Buffett cut Activision stake before judge approved Microsoft merger - Portfolio

In a regulatory filing on Monday, Berkshire said it owned about 14.7 million Activision shares, or 1.9%, worth $1.24 billion on June 30, down from 49.4 million shares, or 6.3%, on March 31.

17 Jul 2023 Miller Value Partners: Deep Value Strategy 2Q 2023 Letter - Portfolio

The Market Is a Weighing Machine in the Long Term

15 Jul 2023 Warren Buffett-Backed EV Maker BYD Says First-Half Profit May Have More Than Tripled - Portfolio

BYD estimated that first half profit totaled between 10.5 billion yuan, or $1.4 billion, and 11.7 billion yuan, representing a year-on-year gain of between 192% to 225%.

14 Jul 2023 Wedgewood Partners Q2 2023 Client Letter: Is There An App For That? - Portfolio