07 Nov 2023 Podcast interview with Chris Davis of Davis Advisors who also serves on Berkshire Hathaway’s board of directors: Learning from Warren Buffett and Charlie Munger - Portfolio

06 Nov 2023 Jensen quality Growth Fund Q3 2023 Webinar - Portfolio

06 Nov 2023 Jensen Quality Value Fund Q3 2023 Webinar - Portfolio

06 Nov 2023 Wharton's Jeremy Siegel on the economy, inflation and Fed policy

05 Nov 2023 Morningstar's Greggory Warren: Berkshire Hathaway Earnings: Cash Balances Hit Record $157 Billion as Firm Stays Disciplined - Portfolio

Fair Value Estimate BRK.A: $600,000.00
Fair Value Estimate BRK.B: $400.00
Morningstar Rating: 4 stars
Morningstar Economic Moat Rating: Wide
Morningstar Uncertainty Rating: Low

04 Nov 2023 Berkshire Hathaway Q3 2023 Earnings Letter - Portfolio

04 Nov 2023 Berkshire Hathaway Q3 2023 Report - Portfolio

03 Nov 2023 Oaktree: Full Return World with Howard Marks - Portfolio

02 Nov 2023 Ariel's Charlie Bobrinskoy discusses housing stocks - Portfolio

02 Nov 2023 Weitz Value Fund Q3 2023 Commentary - Portfolio

01 Nov 2023 Polen Capital Management: Global Growth Q3 2023 Commentary - Portfolio

01 Nov 2023 Polen Capital Management: U.S. Small Company Growth Q1 2023 Commentary - Portfolio

31 Oct 2023 Berkshire Hathaway sells $25.8 mln worth of shares in China's BYD - Portfolio

31 Oct 2023 FPA Queens Road Small Cap Value Fund Q3 2023 Commentary - Portfolio

30 Oct 2023 Acquired Podcast Interview with Charlie Munger - Portfolio

30 Oct 2023 Polen Focus Growth Q3 2023 commentary - Portfolio

30 Oct 2023 Wharton's Jeremy Siegel: "it pays to be bullish longterm"

27 Oct 2023 First Eagle Investments Q3 2023 Market Overview - Portfolio

26 Oct 2023 Pzena Investment Management Q3 2023 Commentary - Portfolio

25 Oct 2023 Berkshire increases Occidental Petroleum stake by 3.9 million shares or 1.7% - Portfolio

Berkshire now owns 25.8% of OXY.

25 Oct 2023 Podcast interview with Bill Nygren - Portfolio

25 Oct 2023 Weitz Investment Management Q3 2023 Commentary: Perspective Over Predictions - Portfolio

"We suggest investors look up from the financial news of the day and focus on the 3-5-year horizon."

24 Oct 2023 Davis Funds 2023 Fall Review - Portfolio

23 Oct 2023 Wharton's Jeremy Siegel on the economy and the markets

23 Oct 2023 Dodge & Cox Q3 2023 Market Commentary - Portfolio