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

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