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21 Mar 2025
Giverny Capital 2024 Annual Letter
- Portfolio
20 Mar 2025
Christopher Bloomstran on Warren Buffett, $BRK Berkshire, $SPY valuation and debt
- Portfolio
19 Mar 2025
Oakmark Funds: Addressing Oakmark shareholder questions
- Portfolio
18 Mar 2025
Pzena Investment Management: International small-cap update
- Portfolio
17 Mar 2025
Matrix’s David Katz on tariffs, the markets and his stock picks
- Portfolio
17 Mar 2025
Buffett’s Berkshire hikes stakes in five Japanese trading houses to almost 10% each
- Portfolio
Berkshire Hathaway raised its holdings in five Japanese trading houses — Itochu, Marubeni, Mitsubishi, Mitsui and Sumitomo — by more than 1 percentage point each.
14 Mar 2025
Fundsmith 2025 Annual Shareholders' Meeting
- Portfolio
13 Mar 2025
Polen Capital Management: Can Diversification and Concentration Coexist?
- Portfolio
12 Mar 2025
Oakmark’s Bill Nygren discusses the markets and his stock picks
- Portfolio
12 Mar 2025
Pzena investment Management: Highlighted Holding - Dollar General
- Portfolio
11 Mar 2025
Jeremy Siegel: This destructive trade policy has disrupted the market
11 Mar 2025
Howard Marks Memo: Gimme Credit
- Portfolio
10 Mar 2025
RV Capital's 2024 Letter to Co-Investors
- Portfolio
07 Mar 2025
March Views from First Eagle Global Value Team
- Portfolio
06 Mar 2025
Li Lu: Global Value Investing in Our Era
- Portfolio
Speech at the 10th Anniversary Celebration of the Value Investing Course, Guanghua School of Management, Peking University, December 7, 2024.
05 Mar 2025
Ariel’s Charlie Bobrinskoy Discusses tariffs, healthcare, housing
- Portfolio
05 Mar 2025
Davis Funds 2025 Annual Review
- Portfolio
04 Mar 2025
Miller Value Partners Q4 2024 Investor Call
- Portfolio
03 Mar 2025
Matrix Asset's David Katz on the markets and his picks
- Portfolio
03 Mar 2025
Leon Cooperman discusses the markets and where he's finding value
- Portfolio
03 Mar 2025
Warren Buffett calls Trump’s tariffs a tax on goods, says ‘the Tooth Fairy doesn’t pay ‘em’
- Portfolio
28 Feb 2025
Jensen Investment Management Company Highlight: Sherwin-Williams’ Path to Market Dominance
- Portfolio
27 Feb 2025
Mohnish Pabrai's session with CIBS at University of Cambridge on January 31, 2025
- Portfolio
26 Feb 2025
Podcast Interview with Matthew McLennan of First Eagle Global Value
- Portfolio
25 Feb 2025
Pzena investment Managemen: 2025 Global Outlook for Value Webinar
- Portfolio
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