11 Dec 2025 Interview with Fundsmith's Terry Smith - Portfolio

10 Dec 2025 Howard Marks Memo: Is It a Bubble? - Portfolio

Memories are short, and prudence and natural risk aversion are no match for the dream of getting rich on the back of a revolutionary technology that “everyone knows” will change the world.

09 Dec 2025 Sound Shore portfolio manager John P. DeGulis shares his strategies for identifying undervalued stocks as well as some of his favourites right now - Portfolio

08 Dec 2025 Christopher Bloomstran’s thoughts on Berkshire’s leadership changes - Portfolio

Berkshire Hathaway announced a number of leadership changes this morning. Greg Abel has overseen all of BRK’s non-insurance subs for eight years. In his formal evolution to CEO in three weeks, today’s initiatives indicate Greg is creating an internal structure to ensure he can be…

— Christopher Bloomstran (@ChrisBloomstran) December 8, 2025

08 Dec 2025 Berkshire Hathaway’s Todd Combs to depart and join JPMorgan - Portfolio

08 Dec 2025 Berkshire Hathaway Announces Leadership Appointments - Portfolio

“Todd A. Combs will conclude his tenure at Berkshire Hathaway and join JPMorgan Chase & Co., where he has served as a Director of its Board since 2016.”

05 Dec 2025 Jensen Investment Management: Déjà Vu All Over Again? - Portfolio

AI beneficiaries now dominate the S&P 500, with the top 10 stocks exceeding 40% of index weight. Jensen explores the market context, parallels to prior concentration periods and how quality firms adapt.

04 Dec 2025 Interview with Terry Smith: "There could be a stock market bubble more extreme than the one in 2000" - Portfolio

03 Dec 2025 Polen Capital Webinar: A conversation with Drew Cupps, head of Polen's Small Company Growth team - Portfolio

02 Dec 2025 Michael Burry calls Tesla ‘ridiculously overvalued’ and knocks tech industry for a widely used practice

Burry quotes Warren Buffett’s view of stock-based compensation being treated as something other than a tangible expense: “What else could it be — a gift from shareholders?” wrote Buffett in his Berkshire Hathaway 2018 annual letter.

01 Dec 2025 Miller Value Partners: Why Market Concentration Sets Up Opportunity in Value and Small Caps - Portfolio

28 Nov 2025 Ariel Investments Q3 2025 Portfolio Manager Conference Call - Portfolio

26 Nov 2025 Fireside Conversation with Mohnish Pabrai at 5th European Value Investing Conference - Portfolio

25 Nov 2025 Matrix Asset‘s David Katz: There’s a lot of opportunity in oversold businesses - Portfolio

25 Nov 2025 Michael Burry’s next ‘Big Short’: An inside look at his analysis showing AI is a bubble

“Just because a technology is good for society or revolutionizes the world doesn’t mean that it’s a good business proposition.”

24 Nov 2025 Michael Burry launches newsletter to lay out his AI bubble views after deregistering hedge fund

21 Nov 2025 Oakmark’s Bill Nygren discusses his value picks - Portfolio

21 Nov 2025 Pzena Investment Management Highlighted Holding: Baxter International - Portfolio

20 Nov 2025 Veteran investor Tom Russo says Warren Buffett has backed a winner with his Alphabet wager - Portfolio

19 Nov 2025 Jensen Quality Growth Fund Update Q3 2025 - Portfolio

18 Nov 2025 The Art of Investing with Giverny Capital Founder François Rochon - Portfolio

17 Nov 2025 Alphabet rallies after Berkshire reveals stake - Portfolio

14 Nov 2025 Podcast interview with Oakmark's Bill Nygren - Portfolio

13 Nov 2025 Michael Burry of ‘Big Short’ fame deregisters Scion Asset Management

13 Nov 2025 November Views from First Eagle Global Value Team - Portfolio