Commentaries & Articles RSS Feed

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
03 Jul 2023 Barron's interview with Chris Davis, discussing value investing, bank stocks, Berkshire Hathaway - Portfolio
03 Jul 2023 Warren Buffett-Backed EV Maker BYD’s Sales Nearly Doubled In June - Portfolio
30 Jun 2023 Mairs & Power: Emerging Technology & The Evolving Work Landscape - Portfolio
30 Jun 2023 First Eagle Investments: Small Caps Offer a Compelling Risk-Reward - Portfolio
29 Jun 2023 Oaktree Capital: Howard Marks (Co-Chairman) and David Rosenberg (Co-Portfolio Manager, U.S. High Yield, Global High Yield, Global Credit) discuss topics from the June 2023 edition of The Roundup - Portfolio


28 Jun 2023 Berkshire increases Occidental Petroleum stake by 1% to 224 million shares - Portfolio
28 Jun 2023 Richer, Wiser, Happier Podcast with William Green: What I’ve Learned From Charlie Munger, Mohnish Pabrai, Tom Gayner, & John Spears
27 Jun 2023 Bill Nygren: Now is a great time to be a traditional value investor - Portfolio
27 Jun 2023 Seth Klarman on investing: Look for the most inefficient pockets in the world - Portfolio
27 Jun 2023 Legendary investor Seth Klarman, discusses the changing market landscape, the challenges facing investors, value investing in today's market - Portfolio
26 Jun 2023 First Eagle's Bill Hench: End of 'free money' era could revive shrinking small-cap universe - Portfolio
23 Jun 2023 Polen Capital Management: Hidden in Plain Sight - Our Quest for Quality Around the World - Portfolio

There are plenty of outstanding businesses outside the United States that we think are simply too good to ignore.
22 Jun 2023 Warren Buffett’s charitable giving exceeds $50 billion, more than his entire net worth in 2006 - Portfolio

“Nothing extraordinary has occurred at Berkshire; a very long runway, simple and generally sound decisions, the American tailwind and compounding effects produced my current wealth,” Buffett said. “My will provides that more than 99% of my estate is destined for philanthropic usage.”
22 Jun 2023 Mohnish Pabrai's Q&A session with the Finance Club of IIT Patna - Portfolio