27 Feb 2026 Ariel Investments' Charles Bobrinsko: Companies with real assets is where we're finding opportunity - Portfolio

26 Feb 2026 Semper Augustus 2025 Letter: Cloud Delusions; Value at a Secular Plateau; And – Berkshire Hathaway: Going Out on Top - Portfolio

"By Semper’s math, [Berkshire's] 2025 intrinsic value grew 9.3% from $1.126 trillion to $1.230 trillion, or in per-share terms to $855,396 per A share and $570 per B share."

25 Feb 2026 Court throws out judgment blaming Montana asbestos deaths on BNSF railroad - Portfolio

25 Feb 2026 David Tepper sends scathing letter to Whirlpool for destroying shareholder value, pushes for changes - Portfolio

24 Feb 2026 Third Point Q4 2025 Investor Letter - Portfolio

23 Feb 2026 Davis Funds: Chris Davis on what helped the Davis NY Venture Fund deliver strong results in 2025 - Portfolio

20 Feb 2026 Oakmark's David Herro on international investing opportunities (Jan 27) - Portfolio

19 Feb 2026 Patient Capital 4Q 2025 Quarterly Webinar - Portfolio

18 Feb 2026 Oakmark Funds: Why we’re buying software today - Portfolio

"The software sector has experi- enced a dramatic shift in market perception over the past decade, moving from high valuation opti- mism to concerns about AI’s im- pact and profitability. This change has created new opportunities for value investors."

17 Feb 2026 Berkshire reduces Liberty Live Holdings Ser C by 330,518 shares 3% (sold in January) - Portfolio

17 Feb 2026 February Views from First Eagle Global Value Team - Portfolio

13 Feb 2026 Pzena Investment Management Q4 2025 Mid Cap Value Update - Portfolio

12 Feb 2026 Pershing Square Annual Investor Presentation 2026 - Portfolio

11 Feb 2026 Fireside Chat with Howard Marks of Oaktree Capital Management - Portfolio

10 Feb 2026 Third Avenue Value Fund Q4 2025 Commentary - Portfolio

09 Feb 2026 Pzena Investment Management Large Cap Value Update Q4 2025 - Portfolio

06 Feb 2026 Terry Smith on quality investing & how patience is critical - Portfolio

05 Feb 2026 FPA Crescent Fund 4Q 2025 Commentary - Portfolio

04 Feb 2026 Michael Burry Warns BTC Crash Could Deepen Into a Death Spiral; More Declines Could Mean Bankruptcy For Miners

Burry said Bitcoin, which is down 40% since its October peak, is now exposed as a completely speculative asset and does not qualify as a debasement hedge like gold or silver.

04 Feb 2026 Matrix Asset’s David Katz discusses the markets, tech stocks and his picks - Portfolio

04 Feb 2026 Polen Capital 4Q 2025 - Global Growth Commentary - Portfolio

04 Feb 2026 Polen Capital 4Q 2025 - U.S. Small Cap Growth Commentary - Portfolio

03 Feb 2026 Trian CEO Nelson Peltz at WSJ Invest Live - Portfolio

03 Feb 2026 Barron's Roundtable featuring Ariel Investments' John Rogers and Mario Gabelli of Gabelli funds - Portfolio

02 Feb 2026 Berkshire reduces Davita stake by 1,658,480 shares or 5.2% - Portfolio