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09 Oct 2023 Nelson Peltz increases Disney stake, reignites potential proxy battle - Portfolio

Trian has increased its stake to roughly 30 million shares, valued at more than $2.5 billion, according to people familiar with the matter. The firm plans to push for multiple board seats, they added.
06 Oct 2023 Oaktree's Howard Mark on Bloomberg Wealth with David Rubenstein - Portfolio

"If you're a person who has to be right all the time, you shouldn't be in investing."


06 Oct 2023 October Views from First Eagle Global Value Team - Portfolio
05 Oct 2023 Berkshire reduces HP stake by 3 million shares - Portfolio

Berkshire now owns 9.9% of HP, just below the 10% reporting threshold.
05 Oct 2023 Ariel’s Charlie Bobrinskoy on interest rates and markets - Portfolio


05 Oct 2023 Wharton's Jeremy Siegel on the economy and the markets


05 Oct 2023 Value Equities Time to Fly: Citywire interview with Matthew Fine of Third Avenue Management - Portfolio
04 Oct 2023 Ariel's Henry Mallari-D’Auria featured in Barron's: Some Chinese Stocks Are a Real Bargain Now. Alibaba Is One of Them. - Portfolio
03 Oct 2023 Warren Buffett-backed BYD is just over 3,000 cars away from overtaking Tesla as the world’s biggest seller of EV cars - Portfolio

BYD's backers, like Warren Buffett's Berkshire Hathaway, are happy with the company's booming success. "I have never helped do anything at Berkshire that was as good as BYD," Charlie Munger, Buffett's longtime business partner, said in February. "BYD is so much ahead of Tesla in China," he added.
03 Oct 2023 Warren Buffett is right to be 'proud' of Japan's trading companies - Portfolio
02 Oct 2023 Berkshire reduces HP stake by 4.8% or 5.1 million shares - Portfolio
02 Oct 2023 @ChrisBloomstran - Portfolio


02 Oct 2023 Bill Ackman on new 'SPARC' structure, potential deal with Elon Musk's X - Portfolio
02 Oct 2023 Bill Ackman on the economy and interest rates - Portfolio
01 Oct 2023 ‘Dumb Money’ Exposes the Baffling Allure of Bad Investment Advice

“ Retail investors have a well-established track record of destroying their own wealth. Studies have shown that individual traders somehow have the opposite of skill — they manage to do worse than they would by picking stocks at random.”
29 Sep 2023 Billionaire investor Bill Ackman channeled Warren Buffett when he bet big on Alphabet this spring - Portfolio

"I've been a kind of Warren Buffett devotee, he's been my unofficial mentor for many years.“
29 Sep 2023 Valuation Masterclass with Aswath Damodaran
28 Sep 2023 Jensen Investment Management: Now May Be the Time To Look At Quality Mid-Cap Stocks - Portfolio

"In 2023, the fortunes of the S&P 500 have become heavily influenced by the performance of a relatively small number of large, predominantly technology-focused companies: Apple, Alphabet Inc., Microsoft, Meta, Amazon, Nvidia and Tesla. Together these seven companies (eight stocks, incorporating both Alphabet share classes) comprise more than 30% of the index weight as of July 31, 2023, despite representing roughly 1.5% of the total number of companies in the index."
27 Sep 2023 Berkshire reduces HP stake by 4.6 million shares or 4% - Portfolio
27 Sep 2023 10 Undervalued Wide-Moat Stocks
26 Sep 2023 Ariel's Charlie Bobrinskoy discusses the markets and his picks - Portfolio
26 Sep 2023 In Conversation with Rakesh Bordia, Portfolio Manager of the Pzena Emerging Markets Value Fund - Portfolio
25 Sep 2023 Aswath Damodaran: An analysis of Instacart
22 Sep 2023 Berkshire reduces HP stake by 4.8 million shares - Portfolio
22 Sep 2023 Citywire webcast on value equities featuring Matthew Fine of Third Avenue Management and John DeGulis of Sound Shore Management - Portfolio