28 Feb 2024 Ariel's Charlie Bobrinskoy: Markets not focused enough on China's economic problems - Portfolio

28 Feb 2024 Oakmark's David Herro discusses the Japanese markets - Portfolio

27 Feb 2024 Ariel Investments: Company Spotlight - NetApp, Inc. - Portfolio

27 Feb 2024 Ariel Investments: Company Spotlight - Samsung Electronics Co., Ltd. - Portfolio

26 Feb 2024 Oakmark Funds: International markets - What can past events tell us about how international equities are priced today? - Portfolio

24 Feb 2024 Semper Augustus 2023 Annual Letter - Portfolio

24 Feb 2024 Berkshire Hathaway 2023 Annual Report - Portfolio

23 Feb 2024 Miller Value Partners: Why is Value compelling right now? - Portfolio

22 Feb 2024 Interview with Fairholme's Bruce Berkowitz - Portfolio

21 Feb 2024 Miller Value Partners: Shift4 Payments (FOUR) - Portfolio

20 Feb 2024 Polen Capital Management: The Rise of Emerging Market Banks - Portfolio

16 Feb 2024 First Eagle Investments: February Views from First Eagle Global Value Team - Portfolio

15 Feb 2024 4 Warren Buffett Stocks to Buy After Berkshire Hathaway’s Latest 13F Filing - Portfolio

15 Feb 2024 Davis Funds 2023 Annual Review - Portfolio

14 Feb 2024 Third point Q4 2023 Investor Letter - Portfolio

13 Feb 2024 Pershing Square Annual Investor Presentation Slides and Portfolio Update - Portfolio

12 Feb 2024 Matrix Asset's David Katz discusses the markets and his stock picks - Portfolio

12 Feb 2024 Webcast interview with Terry Smith - Portfolio

09 Feb 2024 Sequoia Fund 2023 Year End Portfolio Review - Portfolio

08 Feb 2024 Sound Shore Fund Q4 2023 Commentary - Portfolio

07 Feb 2024 Allison Fisch of Pzena Investment Management shares what opportunities she sees in China equities including Alibaba - Portfolio

07 Feb 2024 Pzena Investment Management: 2024 Global Outlook Webinar - Portfolio

07 Feb 2024 Warren Buffett-backed Mitsubishi’s shares surge to record high on ‘monster’ buyback - Portfolio

Buffett first invested in Mitsui, Mitsubishi, Sumitomo, Marubeni and Itochu in 2020 and has since increased his stakes so that Berkshire now holds about 8 per cent in each of them. Mitsubishi’s shares have roughly tripled in value since Berkshire Hathaway’s buy-in.

06 Feb 2024 Leon Cooperman: A lot of value in certain sectors of the market, but one should have a cautious view - Portfolio

05 Feb 2024 Berkshire increases Occidental Petroleum stake by 1.8% or 4.3 million shares - Portfolio