24 Jan 2024 Volkswagen just lost its crown as China’s biggest carmaker to Warren Buffett–backed BYD - Portfolio

“I have never helped do anything at Berkshire that was as good as BYD,” Buffett’s late business partner Charlie Munger, who helped close the 2008 deal, said last February.

24 Jan 2024 Pzena Investment Management Q4 2023 Commentary - Portfolio

23 Jan 2024 RV Capital 2024 Annual Gathering Investor Q&A - Portfolio

23 Jan 2024 RV Capital 2024 Annual Gathering - Portfolio

23 Jan 2024 Patient Capital Management Q4 2023 market Commentary - Portfolio

22 Jan 2024 Jim Haslam on selling Pilot: 'Things change, and you have to get used to change' - Portfolio

The sale announcement came days later, and during negotiations Jim Haslam had a final conversation with Buffett "that eventually ended up in everything working out," Jim Haslam said. "It was a satisfactory conversation."

22 Jan 2024 Matrix’s David Katz on the economy and the markets - Portfolio

22 Jan 2024 Weitz Investment Management: "Avoid Crazy" and Stay Focused - Portfolio

The core of our investment philosophy is that over long periods of time, stock prices are driven by the values of their underlying businesses, and business value is a function of the cash flows, or “owners' earnings,” that will be generated over (many) future years. Warren Buffett made this point (again) in the 2022 Berkshire Annual Report: “Charlie and I are not stock-pickers; we are business-pickers.”

20 Jan 2024 Warren Buffett tells Citigroup CEO Fraser to keep going with overhaul - Portfolio

20 Jan 2024 Warren Buffett tells Citigroup CEO Fraser to keep going with overhaul - Portfolio

19 Jan 2024 First Eagle Investments: Global Value Team 2023 Annual Letter - Portfolio

18 Jan 2024 Leon Cooperman discusses interest rates, markets, and his stock picks - Portfolio

18 Jan 2024 Nelson Peltz: Disney board has underperformed the S&P 500 'on every measure' - Portfolio

18 Jan 2024 Nelson Peltz on Disney proxy fight: The company is not being run properly, board oversight is awful - Portfolio

17 Jan 2024 Berkshire adds to Liberty Media SiriusXM stake - Portfolio

LSXMA increased by 1.2 million shares to a total of 22.5 million shares.

LSXMK increased by 1.6 million shares to a total of 46.5 million shares.

17 Jan 2024 Warren Buffett's company now fully owns a truck-stop chain that was the 5th-largest private company in America - Portfolio

Warren Buffett's Berkshire Hathaway acquired the final 20% of Pilot Travel Centers on Tuesday.

17 Jan 2024 Apple overtakes Samsung as top seller of smartphones

Apple ended Samsung Electronics' 12-year run as the largest seller of smartphones in the world, after commanding a 20% share of the market in 2023, according to data from International Data Corp.

17 Jan 2024 Ariel Focus Fund Q4 2023 Commentary - Portfolio

17 Jan 2024 Ariel Appreciation Fund Q4 2023 Commentary - Portfolio

16 Jan 2024 Bill Nygren on Citigroup, General Motors, ConocoPhillips - Portfolio

16 Jan 2024 Polen Capital Management Small Company Growth Perspectives: Attractive Hunting Grounds for Potential Long-Term Compounders - Portfolio

16 Jan 2024 Patient Capital's Samantha McLemore: A Generational Buying Opportunity in Classic Value - Portfolio

12 Jan 2024 Wedgewood Partners Q4 2023 Client Letter: Powell Pivot - The Sequel - Portfolio

12 Jan 2024 January Views from First Eagle Global Value Team - Portfolio

11 Jan 2024 Howard Marks Memo: Easy Money - Portfolio

As you no doubt know, Charlie Munger passed away on November 28 at the age of 99. I want to pay a small tribute to Charlie’s life and wisdom by sharing something he wrote me in 2001: “Maybe we have a new version of Lord Acton’s law: easy money corrupts, and really easy money corrupts absolutely.”