12 Nov 2025 FPA Queens Road Small Cap Value Fund Q3 2025 Commentary - Portfolio

11 Nov 2025 Third Avenue Value Fund Q3 2025 Commentary - Portfolio

11 Nov 2025 ‘Big Short’ investor Michael Burry accuses AI hyperscalers of artificially boosting earnings

10 Nov 2025 Warren Buffett’s final letter to Berkshire shareholders - Portfolio

“I would like to keep a significant amount of A shares until Berkshire shareholders develop the comfort with Greg that Charlie and I long enjoyed. That level of confidence shouldn’t take long. My children are already 100% behind Greg as are the Berkshire directors.”

10 Nov 2025 Polen US Small-Mid Cap Growth Q3 2025 Commentary - Portfolio

07 Nov 2025 Patient Capital Q3 2025 Quarterly Webinar - Portfolio

06 Nov 2025 Berkshire Hathaway press release regarding fraudulent AI generated videos of Warren Buffett: IT’S NOT ME - Portfolio

06 Nov 2025 Howard Marks Memo: Cockroaches in the Coal Mine - Portfolio

"Security prices fluctuate much more than do the intrinsic value and prospects of the underlying companies, and the main reason for this is the extreme volatility in the way people feel about risk."

05 Nov 2025 Polen U.S. Small Cap Growth Q3 2025 Commentary - Portfolio

05 Nov 2025 First Eagle Investments Q3 2025 Market Review - Portfolio

04 Nov 2025 Mairs & Power Growth Fund Q3 2025 Commentary - Portfolio

03 Nov 2025 Third Point Q3 2025 Investor Letter - Portfolio

01 Nov 2025 Chris Bloomstran‘s discussion of Berkshire Hathaway’s Q3 2025 earnings - Portfolio

Berkshire Hathaway reported very solid 3Q earnings this morning. I’m glad I’m not the analyst who downgraded Berkshire this week expecting weak earnings! ? Operating earnings rose 17.6% against 2024’s third quarter, properly excluding currency fluctuations on its borrowing in…

— Christopher Bloomstran (@ChrisBloomstran) November 1, 2025

01 Nov 2025 Berkshire Hathaway Q3 2025 earnings report - Portfolio

01 Nov 2025 Berkshire Hathaway Q3 2025 earnings summary - Portfolio

31 Oct 2025 Berkshire-owned Brooks Running CEO discusses Buffett retirement - Portfolio

31 Oct 2025 Polen Capital Large Company Growth webinar - Portfolio

30 Oct 2025 Oakmark's Tony Coniaris: International markets to keep outperforming U.S. - Portfolio

29 Oct 2025 Berkshire reduces Davita stake by 401,514 shares or 1.2% - Portfolio

29 Oct 2025 Miller Value Partners: Why Market Concentration Sets the Stage for Active Opportunity - Portfolio

28 Oct 2025 Howard Marks Memo: A Look Under the Hood - Portfolio

In pure investment terms, there’s no intrinsic reason for long-term investors to be concerned with volatility (as distinguished from the risk of permanent loss). Warren Buffett famously says he’d “rather earn a lumpy 15% return than a smooth 12%.” Why wouldn’t everyone?

27 Oct 2025 Polen Global Growth Q3 2025 Commentary - Portfolio

24 Oct 2025 Pzena Investment Management: Extreme valuations & durable fundamentals - the case for small caps globally - Portfolio

24 Oct 2025 Causeway International Small Cap Q3 2025 Webcast - Portfolio

23 Oct 2025 Causeway Emerging Markets Q3 2025 Webcast - Portfolio