28 Dec 2023 Oakmark's Mike Nicolas discusses Phillips 66 and Corteva - Portfolio

27 Dec 2023 Jeremy Siegel discusses the markets, equities and his Fed outlook

27 Dec 2023 Polen Capital Management: Understanding Quality in Small Company Investing - Portfolio

27 Dec 2023 Polen Capital Management: Putting Today’s Market in Context - Portfolio

While 2023 saw a return to rewarding robust fundamentals, equity market returns have been distorted by a handful of companies, predominantly in the technology space. Through the third quarter of the year, approximately 92% of the S&P 500 Index’s market return was accounted for by the top ten holdings.

26 Dec 2023 Sound Shore Management: Uncovering Value in Today’s Market - Portfolio

22 Dec 2023 Mohnish Pabrai's Q&A Session at Boston College, Carroll School of Management on October 12, 2023 - Portfolio

21 Dec 2023 Berkshire increases Occidental Petroleum stake by 5.2 million shares or 2.2% - Portfolio

21 Dec 2023 Pzena Investment Management: Global Banks - Where We Stand - Portfolio

20 Dec 2023 Sound Shore Management's John DeGulis discusses Vistra Corp. - Portfolio

19 Dec 2023 December Views from First Eagle Global Value Team - Portfolio

18 Dec 2023 Oakmark's Tony Coniaris and John Sitarz do a deep dive into the cable industry and Charter Communications - Portfolio

15 Dec 2023 Patient Capital's Samantha McLemore discusses her value picks in the current market - Portfolio

14 Dec 2023 Oaktree Insight conversations with Howard Marks - Portfolio

13 Dec 2023 Berkshire boosts Occidental Petroleum stake by 10.5 million shares or 4.6% - Portfolio

Berkshire now owns 27.1% of OXY

13 Dec 2023 Graham & Doddsville Fall 2023 Newsletter

12 Dec 2023 Ariel Investments co-CEOs Mellody Hobson and John Rogers discuss the markets and where to find value - Portfolio

11 Dec 2023 Warren Buffett’s Berkshire Hathaway continues to sell HP shares, reducing stake to 5.2% - Portfolio

11 Dec 2023 Jeremy Siegel on the state of the economy

11 Dec 2023 Occidental Petroleum to buy Permian producer CrownRock for $12 billion, raise dividend - Portfolio

Hollub said Berkshire Hathaway was not involved in the CrownRock deal, though Occidental did discuss with Buffett how the company fits into its corporate strategy.

08 Dec 2023 Podcast interview with Ariel's John Rogers: The Power of Patience - Portfolio

07 Dec 2023 Podcast Interview with Chris Bloomstran - Portfolio

06 Dec 2023 Mohnish Pabrai: Remembering Charlie Munger - Portfolio

06 Dec 2023 Jamie Dimon lashes out against crypto: ‘If I was the government, I’d close it down’

“I’ve always been deeply opposed to crypto, bitcoin, et cetera.”

“The only true use-case for it is criminals, drug traffickers … money laundering, tax avoidance.”

“If I was the government, I’d close it down.”

06 Dec 2023 Dodge & Cox: Emerging Market Stocks - A Wealth of Opportunities - Portfolio

05 Dec 2023 A conservation with Charlie Munger - Portfolio