02 Nov 2023 Weitz Value Fund Q3 2023 Commentary - Portfolio

01 Nov 2023 Polen Capital Management: Global Growth Q3 2023 Commentary - Portfolio

01 Nov 2023 Polen Capital Management: U.S. Small Company Growth Q1 2023 Commentary - Portfolio

31 Oct 2023 Berkshire Hathaway sells $25.8 mln worth of shares in China's BYD - Portfolio

31 Oct 2023 FPA Queens Road Small Cap Value Fund Q3 2023 Commentary - Portfolio

30 Oct 2023 Acquired Podcast Interview with Charlie Munger - Portfolio

30 Oct 2023 Polen Focus Growth Q3 2023 commentary - Portfolio

30 Oct 2023 Wharton's Jeremy Siegel: "it pays to be bullish longterm"

27 Oct 2023 First Eagle Investments Q3 2023 Market Overview - Portfolio

26 Oct 2023 Pzena Investment Management Q3 2023 Commentary - Portfolio

25 Oct 2023 Berkshire increases Occidental Petroleum stake by 3.9 million shares or 1.7% - Portfolio

Berkshire now owns 25.8% of OXY.

25 Oct 2023 Podcast interview with Bill Nygren - Portfolio

25 Oct 2023 Weitz Investment Management Q3 2023 Commentary: Perspective Over Predictions - Portfolio

"We suggest investors look up from the financial news of the day and focus on the 3-5-year horizon."

24 Oct 2023 Davis Funds 2023 Fall Review - Portfolio

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

23 Oct 2023 Dodge & Cox Q3 2023 Market Commentary - Portfolio

23 Oct 2023 Sound Shore Fund Q3 2023 Commentary - Portfolio

21 Oct 2023 @ChrisBloomstran - Portfolio

Expecting a weekend appearance of the chart below, "proving" Warren Buffett has LOST IT and should be dragged by his feet through Omaha. The chart's purveyor (whom I like and appreciate 99.4% his work) will reveal Buffett underperformed the S&P for 15 years! What? Inexcusable! 1/ pic.twitter.com/p9lTYwWdG8

— Christopher Bloomstran (@ChrisBloomstran) October 21, 2023

20 Oct 2023 Sequoia Fund Q3 2023 Portfolio Review - Portfolio

20 Oct 2023 Ariel's Charlie Bobrinskoy on the economy and the markets - Portfolio

19 Oct 2023 Ariel Appreciation Fund Q3 2023 Commentary - Portfolio

19 Oct 2023 Ariel Focus Fund Q3 2023 Commentary - Portfolio

18 Oct 2023 Jensen Investment Management: What is the Opportunity in the International Markets - Portfolio

17 Oct 2023 Miller Deep Value Select 3Q 2023 Letter: Too Low Market Expectations = Long-term Opportunities - Portfolio

17 Oct 2023 Wharton's Jeremy Siegel on inflation, and bonds vs stocks