25 Apr 2024 Oakmark's Bill Nygren discusses the markets and where he is finding value

25 Apr 2024 Weitz Large Cap Equity Fund Q1 2024 Commentary - Portfolio

25 Apr 2024 Weitz Investment Management Q1 2024 Commentary - Portfolio

24 Apr 2024 Interview with Leon Cooperman - Portfolio

24 Apr 2024 Polen Capital Focus Growth Q1 2024 Commentary - Portfolio

23 Apr 2024 Mohnish Pabrai’s session with YPO’s Mosaic Chapter - Portfolio

23 Apr 2024 Akre Focus Fund Q1 2024 Commentary - Portfolio

22 Apr 2024 Webcast interview with Chris Bloomstran: Impact of holding cash on portfolio returns, S&P expected returns, valuing Berkshire Hathaway - Portfolio

22 Apr 2024 Sound Shore Fund Q1 2024 Commentary - Portfolio

19 Apr 2024 Berkshire Sells ¥263.3 Billion of Bonds With Tighter Spreads - Portfolio

Warren Buffett’s Berkshire Hathaway Inc. priced ¥263.3 billion ($1.71 billion) of bonds in the firm’s largest yen debt deal since its debut sale in the currency in 2019, raising bets it may boost holdings of Japanese stocks.

19 Apr 2024 Howard Marks Memo: The Indispensability of Risk - Portfolio

18 Apr 2024 Sequoia Q1 2024 Portfolio Review Video - Portfolio

Arman Gokgol-Kline and Trevor Magyar of Ruane Cunniff discuss investment performance for the first quarter of 2024, provide an update on Liberty Broadband, and discuss recent trims in SAP, TSMC, and Capital One.

17 Apr 2024 Oakmark's Bill Nygren shares his value opportunities in the current market - Portfolio

17 Apr 2024 Patient Capital Management Q1 2024 Commentary: A Differentiated View on Diversification - Portfolio

16 Apr 2024 Ariel Focus Fund Q1 2024 Commentary - Portfolio

16 Apr 2024 Ariel Appreciation Fund Q1 2024 Commentary - Portfolio

15 Apr 2024 Wedgewood Partners Q1 2024 Client Letter: The Magnificent Roaring ‘20’s - Portfolio

13 Apr 2024 Mohnish Pabrai: The 2024 Uber Cannibals - Portfolio

12 Apr 2024 Berkshire further boosts Liberty Media SiriusXM stake - Portfolio

LSXMA increased by 803,890 shares to a total of 34.7 million shares

LSXMK increased by 1,134,331 shares to a total of 69 million shares

11 Apr 2024 Jeremy Siegel discusses the latest inflation data

10 Apr 2024 Podcast with Jensen’s Allen Bond: High-Quality Businesses at Reasonable Prices - Portfolio

09 Apr 2024 April Views from First Eagle Global Value Team - Portfolio

08 Apr 2024 Berkshire boosts Liberty Media SiriusXM stake - Portfolio

LSXMA increased by 1.12 million shares to a total of 33.9 million shares

LSXMK increased by 2.42 million shares to a total of 67.9 million shares

08 Apr 2024 Patient Capital Management: Mag 7 Expectations More Substance Than Hype - Portfolio

05 Apr 2024 Bill Nygren Q1 2024 Market Commentary: Navigating market highs and (avoiding) value traps - Portfolio