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

14 Jul 2023 Wharton School Professor Jeremy Siegel on the economy, inflation, rates

13 Jul 2023 How Berkshire Hathaway’s Utility Business Became a $90 Billion Win for Warren Buffett - Portfolio

Buffett likes the ability to invest huge amounts of money at the utility and earn regulated returns of about 10% on capital invested.

Assuming a value of $90 billion, Berkshire Hathaway Energy is worth about 12% of Berkshire’s current market capitalization of $760 billion.

13 Jul 2023 Pzena Investment Management Q2 2023 Commentary: The Concentration Conundrum - Portfolio

The continued outperformance of mega-cap highfliers does not stand up to historical scrutiny, while value stocks are trading at a 30% discount to their long-term average PE.

12 Jul 2023 Ariel’s Charlie Bobrinskoy: Value stocks are on sale and growth stocks look overpriced - Portfolio

12 Jul 2023 Sequoia Strategy Letter Q2 2023 - Portfolio

12 Jul 2023 Bill Miller on Markets & Investing moderated by Samantha McLemore of Patient Capital - Portfolio

11 Jul 2023 Howard Marks Memo: Taking the Temperature - Portfolio

10 Jul 2023 Oakmark Select Fund Q2 2023 Market Commentary - Portfolio

10 Jul 2023 Bill Nygren Q2 2023 Market Commentary: The High Price of Low Volatility - Portfolio

10 Jul 2023 Dominion sells Maryland gas plant stake to Berkshire Hathaway unit for $3.3 bln cash - Portfolio

10 Jul 2023 Fundsmith 2023 Semi Annual Letter to Shareholders - Portfolio

08 Jul 2023 Chuck Royce shares 50 years of investment wisdom on his small-cap outperformance

07 Jul 2023 Thomas Gayner - Fireside Chat: The Ben Graham 10th Annual Conference - Portfolio

06 Jul 2023 First Eagle's Matt McLennan on Japanese stocks, Meta, economy - Portfolio

06 Jul 2023 Aswath Damodaran: AI's Winners, Losers and Wannabes: An NVIDIA Valuation, with the AI Boost!

05 Jul 2023 Mohnish Pabrai's Q&A with members of the Finance and Investment Cell at SRCC, Delhi - Portfolio