12 Mar 2024 Oakmark's Bill Nygren: Why do new highs matter? - Portfolio

11 Mar 2024 Ariel's Rogers on Paramount, MSG, Fed, Being Patient - Portfolio

11 Mar 2024 Oakmark's Bill Nygren talks about today’s value proposition and where he is finding opportunity in the current market - Portfolio

08 Mar 2024 Wharton's Jeremy Siegel: Playing momentum stocks requires nerves of steel

08 Mar 2024 Podcast interview with Chris Davis: The Life and Money Lessons I Learned Working with Charlie Munger - Portfolio

07 Mar 2024 Howard Marks Warns Governments ‘Can’t Keep Us Aloft Forever’ - Portfolio

07 Mar 2024 Oaktree's Howard Marks Says Rates Are Not Historically High - Portfolio

06 Mar 2024 Berkshire boosts Liberty Media SiriusXM stake - Portfolio

1.5 million shares of LSXMA and 2.2 million shares of LSXMK purchased.

06 Mar 2024 Oakmark's Bill Nygren: Here's why now is a really exciting time for value investors - Portfolio

06 Mar 2024 Mohnish Pabrai's Q&A at London School of Economics on January 30, 2024 - Portfolio

05 Mar 2024 Interview with Chris Davis of Davis Advisors - Portfolio

Expert financial-sector investor Chris Davis of Davis Advisors describes why the sector is fertile investing ground, where “outsiders” may be prone to err, and why he sees unrecognized value today in Capital One, JPMorgan and Bank of New York Mellon.

04 Mar 2024 Oakmark Funds' Alex Fitch and Mike Nicolas discuss how the firm defines value investing, its idea generation and research process, and how to estimate mid-cycle earnings - Portfolio

01 Mar 2024 Polen Capital Management: Investing in India - A Cyclical or Structural Opportunity? - Portfolio

29 Feb 2024 Ariel Investments: Company Spotlight - Core Laboratories Inc. - Portfolio

29 Feb 2024 Ariel Investments: Company Spotlight - Bristol-Myers Squibb Company - Portfolio

29 Feb 2024 Ariel Investments: Company Spotlight - Adtalem Global Education, Inc. - Portfolio

28 Feb 2024 Ariel's Charlie Bobrinskoy: Markets not focused enough on China's economic problems - Portfolio

28 Feb 2024 Oakmark's David Herro discusses the Japanese markets - Portfolio

27 Feb 2024 Ariel Investments: Company Spotlight - NetApp, Inc. - Portfolio

27 Feb 2024 Ariel Investments: Company Spotlight - Samsung Electronics Co., Ltd. - Portfolio

26 Feb 2024 Oakmark Funds: International markets - What can past events tell us about how international equities are priced today? - Portfolio

24 Feb 2024 Semper Augustus 2023 Annual Letter - Portfolio

24 Feb 2024 Berkshire Hathaway 2023 Annual Report - Portfolio

23 Feb 2024 Miller Value Partners: Why is Value compelling right now? - Portfolio

22 Feb 2024 Interview with Fairholme's Bruce Berkowitz - Portfolio