17 Jan 2024 Berkshire adds to Liberty Media SiriusXM stake - Portfolio

LSXMA increased by 1.2 million shares to a total of 22.5 million shares.

LSXMK increased by 1.6 million shares to a total of 46.5 million shares.

17 Jan 2024 Warren Buffett's company now fully owns a truck-stop chain that was the 5th-largest private company in America - Portfolio

Warren Buffett's Berkshire Hathaway acquired the final 20% of Pilot Travel Centers on Tuesday.

17 Jan 2024 Apple overtakes Samsung as top seller of smartphones

Apple ended Samsung Electronics' 12-year run as the largest seller of smartphones in the world, after commanding a 20% share of the market in 2023, according to data from International Data Corp.

17 Jan 2024 Ariel Focus Fund Q4 2023 Commentary - Portfolio

17 Jan 2024 Ariel Appreciation Fund Q4 2023 Commentary - Portfolio

16 Jan 2024 Bill Nygren on Citigroup, General Motors, ConocoPhillips - Portfolio

16 Jan 2024 Polen Capital Management Small Company Growth Perspectives: Attractive Hunting Grounds for Potential Long-Term Compounders - Portfolio

16 Jan 2024 Patient Capital's Samantha McLemore: A Generational Buying Opportunity in Classic Value - Portfolio

12 Jan 2024 Wedgewood Partners Q4 2023 Client Letter: Powell Pivot - The Sequel - Portfolio

12 Jan 2024 January Views from First Eagle Global Value Team - Portfolio

11 Jan 2024 Howard Marks Memo: Easy Money - Portfolio

As you no doubt know, Charlie Munger passed away on November 28 at the age of 99. I want to pay a small tribute to Charlie’s life and wisdom by sharing something he wrote me in 2001: “Maybe we have a new version of Lord Acton’s law: easy money corrupts, and really easy money corrupts absolutely.”

10 Jan 2024 Fundsmith 2023 Annual Letter - Portfolio

09 Jan 2024 Oakmark Select Fund Q4 2023 Market Commentary - Portfolio

09 Jan 2024 Bill Nygren Q4 2023 Market Commentary - Portfolio

08 Jan 2024 Berkshire Hathaway Reaches Settlement with Pilot Corporation - Portfolio

08 Jan 2024 Ariel's Charlie Bobrinskoy on healthcare stocks, Disney and activist investors - Portfolio

08 Jan 2024 Warren Buffett Decorates His Office Walls With Moments Of Extreme Panic In Wall Street As A Reminder 'Anything Can Happen In This World' - Portfolio

05 Jan 2024 Oakmark's David Herro: Going where the value is greater - International equities - Portfolio

04 Jan 2024 Berkshire boosts Liberty Media SiriusXM stake - Portfolio

LSXMA increased by 1.1 million shares or 5.4%

LSXMK increased by 1.7 million shares or 3.9%

04 Jan 2024 Oaktree Capital: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar - Portfolio

03 Jan 2024 Pzena investment Management Podcast: Finding Value in China - Portfolio

03 Jan 2024 Disney wins ValueAct, Blackwells backing in boardroom fight with Trian - Portfolio

Activist hedge funds ValueAct Capital and Blackwells Capital moved on Wednesday to back Walt Disney Co as it defends itself against a board challenge from a third activist investor, Trian Fund Management.

02 Jan 2024 Value stocks could rise 15% amid abnormal gap between growth and value, says Wharton's Siegel

29 Dec 2023 Podcast Interview with Terry Smith - Compound Interest - Portfolio

28 Dec 2023 Matrix Asset's David Katz discusses where to find opportunities in the market in 2024 - Portfolio