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10 Apr 2024
Podcast with Jensen’s Allen Bond: High-Quality Businesses at Reasonable Prices
- Portfolio
09 Apr 2024
April Views from First Eagle Global Value Team
- Portfolio
08 Apr 2024
Berkshire boosts Liberty Media SiriusXM stake
- Portfolio
LSXMA increased by 1.12 million shares to a total of 33.9 million shares
LSXMK increased by 2.42 million shares to a total of 67.9 million shares
08 Apr 2024
Patient Capital Management: Mag 7 Expectations More Substance Than Hype
- Portfolio
05 Apr 2024
Bill Nygren Q1 2024 Market Commentary: Navigating market highs and (avoiding) value traps
- Portfolio
05 Apr 2024
Oakmark Select Fund Q1 2024 Market Commentary
- Portfolio
04 Apr 2024
Matrix Assets Advisors' David Katz on the Fed, the markets and his picks
- Portfolio
03 Apr 2024
David Einhorn’s presentation at Sohn Conference
- Portfolio
03 Apr 2024
Greenlight's David Einhorn breaks down why he believes the market is ‘fundamentally broken‘
- Portfolio
03 Apr 2024
David Einhorn discusses his thesis behind buying shares of European chemicals company Solvay and his outlook on value investing
- Portfolio
03 Apr 2024
Jensen Investment Management Summit Series: Quality Companies
- Portfolio
02 Apr 2024
The Seven Samurai: How Big Tech Rescued the Market in 2023!
02 Apr 2024
Warren Buffett-backed EV maker BYD surprises with stellar first quarter sales as Tesla continues to slide
- Portfolio
01 Apr 2024
Wharton's Jeremy Siegel discusses the economy and the markets
01 Apr 2024
Interview with Aquamarine's Guy Spier: How to Build Enduring Wealth
28 Mar 2024
Berkshire adds to Liberty Media SiriusXM stake
- Portfolio
LSXMK increased by 7.6 million shares to a total of 65.5 million shares.
LSXMA increased by 2.5 million shares to a total of 32.7 million shares.
28 Mar 2024
Bill Nygren interview at Columbia Student Investment Management Association
- Portfolio
28 Mar 2024
Polen Capital Management: Know What You Own - Stocks vs. Businesses
- Portfolio
27 Mar 2024
Terry Smith: 'Most investors today are too short-term'
- Portfolio
26 Mar 2024
How BYD grew from battery maker to electric vehicle juggernaut, overtaking Tesla
- Portfolio
26 Mar 2024
Giverny Capital 2023 Annual Letter
- Portfolio
25 Mar 2024
Ariel's Charlie Bobrinskoy discusses the Fed, markets, Mosaic Co.
- Portfolio
25 Mar 2024
Berkshire boosts Liberty Media SiriusXM stake
- Portfolio
1.28 million shares of LSXMA added, increasing stake to 30.2 million shares.
1.28 million shares of LSXMK added, increasing stake to 57.9 million shares.
25 Mar 2024
Mohnish Pabrai's Session with Columbia Business School
- Portfolio
22 Mar 2024
Podcast Interview with Dan Davidowitz of Polen Capital
- Portfolio
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