04 Jan 2024 Oaktree Capital: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar - Portfolio

03 Jan 2024 Pzena investment Management Podcast: Finding Value in China - Portfolio

03 Jan 2024 Disney wins ValueAct, Blackwells backing in boardroom fight with Trian - Portfolio

Activist hedge funds ValueAct Capital and Blackwells Capital moved on Wednesday to back Walt Disney Co as it defends itself against a board challenge from a third activist investor, Trian Fund Management.

02 Jan 2024 Value stocks could rise 15% amid abnormal gap between growth and value, says Wharton's Siegel

29 Dec 2023 Podcast Interview with Terry Smith - Compound Interest - Portfolio

28 Dec 2023 Matrix Asset's David Katz discusses where to find opportunities in the market in 2024 - Portfolio

28 Dec 2023 Oakmark's Mike Nicolas discusses Phillips 66 and Corteva - Portfolio

27 Dec 2023 Jeremy Siegel discusses the markets, equities and his Fed outlook

27 Dec 2023 Polen Capital Management: Understanding Quality in Small Company Investing - Portfolio

27 Dec 2023 Polen Capital Management: Putting Today’s Market in Context - Portfolio

While 2023 saw a return to rewarding robust fundamentals, equity market returns have been distorted by a handful of companies, predominantly in the technology space. Through the third quarter of the year, approximately 92% of the S&P 500 Index’s market return was accounted for by the top ten holdings.

26 Dec 2023 Sound Shore Management: Uncovering Value in Today’s Market - Portfolio

22 Dec 2023 Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023 - Portfolio

21 Dec 2023 Berkshire increases Occidental Petroleum stake by 5.2 million shares or 2.2% - Portfolio

21 Dec 2023 Pzena Investment Management: Global Banks - Where We Stand - Portfolio

20 Dec 2023 Sound Shore Management's John DeGulis discusses Vistra Corp. - Portfolio

19 Dec 2023 December Views from First Eagle Global Value Team - Portfolio

18 Dec 2023 Oakmark's Tony Coniaris and John Sitarz do a deep dive into the cable industry and Charter Communications - Portfolio

15 Dec 2023 Patient Capital's Samantha McLemore discusses her value picks in the current market - Portfolio

14 Dec 2023 Oaktree Insight conversations with Howard Marks - Portfolio

13 Dec 2023 Berkshire boosts Occidental Petroleum stake by 10.5 million shares or 4.6% - Portfolio

Berkshire now owns 27.1% of OXY

13 Dec 2023 Graham & Doddsville Fall 2023 Newsletter

12 Dec 2023 Ariel Investments co-CEOs Mellody Hobson and John Rogers discuss the markets and where to find value - Portfolio

11 Dec 2023 Warren Buffett’s Berkshire Hathaway continues to sell HP shares, reducing stake to 5.2% - Portfolio

11 Dec 2023 Jeremy Siegel on the state of the economy

11 Dec 2023 Occidental Petroleum to buy Permian producer CrownRock for $12 billion, raise dividend - Portfolio

Hollub said Berkshire Hathaway was not involved in the CrownRock deal, though Occidental did discuss with Buffett how the company fits into its corporate strategy.