25 Mar 2026 Oaktree's Howard Marks on Unpredictablility, Importance and Investing in AI - Portfolio

24 Mar 2026 Giverny Capital Annual Letter 2025 - Portfolio

23 Mar 2026 Berkshire expands into Japan’s insurance sector - Portfolio

Berkshire Hathaway, via its reinsurance arm National Indemnity Company, will acquire a 2.49% stake in Tokio Marine Holdings for ¥287.4 billion ($1.8 billion).

23 Mar 2026 Leon Cooperman warns markets are 'too expensive' as war raises questions about investing rules and stagflation fears - Portfolio

20 Mar 2026 Fundsmith Annual Shareholders' Meeting February 2026 - Portfolio

19 Mar 2026 Co-Founder and CEO Sarah Ketterer reflects on 25 years of value investing at Causeway Capital - Portfolio

18 Mar 2026 Oakmark’s Bill Nygren discusses value investing, the markets and his stock picks - Portfolio

17 Mar 2026 Matrix Asset’s David Katz discusses the markets and his stock picks - Portfolio

16 Mar 2026 Pzena Investment Management podcast: The Value Stocks to Watch - Portfolio

13 Mar 2026 Pzena Investment Management: For Bargains, Investors Should Look to Emerging Markets - Portfolio

Emerging markets have underperformed developed markets for the better part of the post-GFC era, even if the U.S. is excluded; thus, despite the sizable outperformance of emerging-market (EM) stocks in 2025, the relative valuation gap remains near historically wide levels.

12 Mar 2026 Ariel’s Charles Bobrinskoy: We will have 'modestly growing demand' for oil and gas long term - Portfolio

11 Mar 2026 Pzena Investment Management: Pzena U.S. Large Cap vs passive - Portfolio

10 Mar 2026 Polen Capital Podcast - A conversation with Drew Cupps, Head of Team & Portfolio Manager - Portfolio

09 Mar 2026 March Views from First Eagle Global Value Team - Portfolio

06 Mar 2026 Ariel's John Rogers on the economy and investing - Portfolio

05 Mar 2026 Berkshire CEO on investing salary in company stock: Absolute alignment with shareholders is critical - Portfolio

05 Mar 2026 Berkshire CEO Greg Abel on succeeding Warren Buffett: I still check in with him nearly every day - Portfolio

05 Mar 2026 Berkshire Hathaway CEO Greg Abel on resuming buyback program: I absolutely talked to Warren - Portfolio

04 Mar 2026 Miller Value Partners: Historic Valuation Gaps Are Pointing to a Major Market Shift - Portfolio

03 Mar 2026 Causeway Capital: Korea’s Rally—More Than Memory - Portfolio

02 Mar 2026 Polen Capital: Why value is shifting from AI infrastructure to the businesses that integrate and monetize it - Portfolio

28 Feb 2026 @ChrisBloomstran - Portfolio

Berkshire released its 2025 annual report this morning with Greg Abel’s first letter to the shareholders. The letter was a good summary of operations, confirming Greg understands capital allocation and is the right person to lead Berkshire and maintain the culture. However, 1/

— Christopher Bloomstran (@ChrisBloomstran) February 28, 2026

28 Feb 2026 Berkshire Hathaway 2025 Annual Report - Portfolio

28 Feb 2026 Berkshire Hathaway 2025 Annual Report - Portfolio

28 Feb 2026 Berkshire Hathaway Q4 2025 Earnings - Portfolio