02 Sep 2025 Warren Buffett says he is ‘disappointed’ in Kraft Heinz split; shares fall 5% - Portfolio

29 Aug 2025 Sound Shore Management: The Evolution of Value Investing - Portfolio

28 Aug 2025 Buffett Lifts Stakes in Japan Trading Houses - Portfolio

A unit of the US investor increased its holding in Mitsubishi to 10.23% on a voting rights basis, the Japanese firm said in a statement on Thursday, from 9.74% in March. Separately, Mitsui said Berkshire Hathaway had also lifted its stake in the trading house.

28 Aug 2025 Oaktree’s Howard Marks Says Stocks Are in Early Days of a Bubble - Portfolio

27 Aug 2025 Dodge & Cox 2025 Semi-Annual Equity Review - Portfolio

26 Aug 2025 Podcast interview with Howard Marks: Principles of value investing - Portfolio

25 Aug 2025 Warren Buffett says Berkshire Hathaway is not in the market to buy a train company - Portfolio

25 Aug 2025 Podcast interview with Brian Selmo of First Pacific Advisors: ‘Winning by Not Losing’ - Portfolio

22 Aug 2025 Ivey Business School’s Value Investing Program | Presentation by Dennison (Dan) Veru

21 Aug 2025 Interview with Lee Ainslie of Maverick Capital - Portfolio

20 Aug 2025 Ariel's Charlie Bobrinskoy: This market is set up for value to out-perform - Portfolio

20 Aug 2025 Third Avenue Value Fund's Matthew Fine featured on the International Value Panel at the 12th Annual Ben Graham Conference hosted by the CFA Society of New York - Portfolio

19 Aug 2025 August Views from First Eagle Global Value Team - Portfolio

18 Aug 2025 Howard Marks Memo: The Calculus of Value - Portfolio

"It’s intellectually sound to expect price to move toward value rather than diverge further from it, and even to bet that it will happen, but it’s unwise and potentially dangerous to bet heavily that it’ll happen soon."

15 Aug 2025 Ariel's Charles Bobrinskoy on home builders - Portfolio

15 Aug 2025 Podcast interview with Idanna Appio of First Eagle Investments: First Eagle Looks Outside the US for Returns - Portfolio

14 Aug 2025 Sound Shore Management: Portfolio Update Video - Portfolio

13 Aug 2025 Interview with Sound Shore's Peter Evans, John DeGulis and David Bilik - Portfolio

Low Valuation, High Upside: Capital One, PayPal, Disney, Teva

12 Aug 2025 Miller Value Partners: Mid-2025 Market Perspective - Portfolio

11 Aug 2025 Ariel’s Charlie Bobrinskoy discusses the markets - Portfolio

11 Aug 2025 Pzena Investment Management: Highlighted Holding: Advance Auto Parts - Portfolio

08 Aug 2025 Oakmark Fund’s Bill Nygren discusses the markets and his picks - Portfolio

07 Aug 2025 Podcast interview with Seth Klarman - Contrarian Investing, Discipline, and Building Baupost - Portfolio

06 Aug 2025 First Eagle Q2 2025 Market Review - Portfolio

05 Aug 2025 Interview with Tom Russo of Gardner Russo & Quinn - Portfolio