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22 Apr 2026 Podcast interview with Pat Dorsey of Dorsey Asset Management: Economic Moats and More - Portfolio


21 Apr 2026 Christopher Bloomstran on Warren Buffett, Berkshire Hathaway $BRK.B, $BLDR, $DECK, $ALK - Portfolio


20 Apr 2026 Oaktree’s Howard Marks: This is not a market that’s on sale - Portfolio


17 Apr 2026 Oakmark Funds: Energy investing without macro calls - Portfolio

How can a bottom-up value firm make long-term investments in a sector as volatile as energy?
16 Apr 2026 Third Avenue Management: Small-Cap Value Strategy Overview and Insights 2026 - Portfolio


15 Apr 2026 Reflections on Oaktree Conference 2026 with Howard Marks - Portfolio

In this special episode of The Insight: Conversations, Howard Marks shares his reflections on themes from Oaktree’s recent client conference, including the evolution of the credit markets, the nature of mispricings, and the importance of leadership.


14 Apr 2026 David Einhorn signals caution as his hedge fund Greenlight prioritizes capital protection - Portfolio

“With so little downside priced in, we are willing to risk missing out on a possible recovery to position ourselves to play more offense, should one of the downside scenarios materialize.”
14 Apr 2026 Sound Shore's Peter Evans speaks with Value Investor Insight about portfolio holding Teva Pharmaceutical - Portfolio
13 Apr 2026 Berkshire electric utility’s court win could save it billions - Portfolio

PacifiCorp court win could reduce wildfire damages by $1B or more.
12 Apr 2026 @ChrisBloomstran - Portfolio


10 Apr 2026 Polen Capital: Navigating Credit Risk - Portfolio
09 Apr 2026 Pzena Investment Management: Value in Emerging Markets - Portfolio

Allison Fisch, President of Pzena Investment Management, shares our belief that cycles of fear and recovery in emerging markets make them fertile ground for value investing.
08 Apr 2026 Pzena Investment Management: Value vs Value Light - Portfolio

Many investors opt for “value-light” strategies that sacrifice key value principles. This essay demonstrates value investing’s superior returns compared to expensive and value-light strategies, dispels risk misconceptions, and exposes the flaws of indexing value.
07 Apr 2026 Polen Capital: Focused on the Forces That Matter - Portfolio

Look up before you look down: structural forces help reveal where durable growth is forming within a disciplined investment process.
06 Apr 2026 Miller Value Partners: Investment case update for Figure Technology Solutions (FIGR) - Portfolio
03 Apr 2026 33 Undervalued Stocks to Buy in a Volatile Market

Investors can capitalize on market volatility with this new list of Morningstar’s top analyst picks for the second quarter of 2026.
02 Apr 2026 Berkshire Hires Banks for Yen Bond Offering in Volatile Market - Portfolio

Berkshire Hathaway Inc. has hired banks for its first yen bond sale since November, triggering speculation about its investment plans in Japan.
01 Apr 2026 Miller Value Partners: Bread Financial Holdings (BFH) - Portfolio
31 Mar 2026 Full CNBC Interview with Warren Buffett 03/31/26 | Audio Only - Portfolio


31 Mar 2026 Warren Buffett says he sold Apple too soon and would buy more of it, though not in this market - Portfolio

It’s not impossible that Apple would get to a price, we would buy a lot of it,” Buffett told CNBC’s Becky Quick. “But not in this market.”
30 Mar 2026 Bill Ackman says it’s one of the best times in a long time to buy quality stocks - Portfolio

Bill Ackman urged investors to look past macro fears and lean into what he sees as deeply discounted opportunities.
30 Mar 2026 Miller Value Partners: Investment case for MercadoLibre (MELI) - Portfolio
27 Mar 2026 Ariel's Charles Bobrinskoy: APA is very well positioned for increased demand in natural gas - Portfolio


27 Mar 2026 Pabrai Wagons ETF Shareholder Call Replay - Portfolio


26 Mar 2026 Confessions of a (Highly Successful) Value Investor - Portfolio

Podcast interview with chairman of Davis Advisors and Berkshire Hathaway director, Chris Davis: