21 Mar 2024 Pzena investment Management Podcast: Pzena’s Best Ideas 2024 - Portfolio

20 Mar 2024 RV Capital podcast: 2023 Letter to Co-Investors - Portfolio

19 Mar 2024 The CEO of Warren Buffett's favorite oil company thinks its stock is 'very undervalued' - Portfolio

19 Mar 2024 First Eagle Investments: Energy Transition - The Long and Winding Road - Portfolio

18 Mar 2024 Matrix’s David Katz on the Fed, markets, Cisco, Starbucks, PNC Bank - Portfolio

18 Mar 2024 First Eagle Investments: March Views from First Eagle Global Value Team - Portfolio

15 Mar 2024 Fundsmith 2024 Annual Shareholders' Meeting - Portfolio

14 Mar 2024 Mohnish Pabrai at the SumZero Virtual Investor Summit - Portfolio

13 Mar 2024 Webcast interview with Christopher Bloomstran on Buffett, Berkshire, Munger, $SPY & China - Portfolio

13 Mar 2024 The DNA of a Warren Buffett Company - Portfolio

Companies that make it into Berkshire Hathaway’s portfolio have some common threads in their genetic code.

12 Mar 2024 Berkshire further boosts Liberty Media SiriusXM stake

LSXMK increased by 5.9 million shares for a total of 56.6 million shares.

LSXMA increased by 3.7 million shares for a total of 29 million shares.

12 Mar 2024 Oakmark's Bill Nygren: Why do new highs matter? - Portfolio

11 Mar 2024 Ariel's Rogers on Paramount, MSG, Fed, Being Patient - Portfolio

11 Mar 2024 Oakmark's Bill Nygren talks about today’s value proposition and where he is finding opportunity in the current market - Portfolio

08 Mar 2024 Wharton's Jeremy Siegel: Playing momentum stocks requires nerves of steel

08 Mar 2024 Podcast interview with Chris Davis: The Life and Money Lessons I Learned Working with Charlie Munger - Portfolio

07 Mar 2024 Howard Marks Warns Governments ‘Can’t Keep Us Aloft Forever’ - Portfolio

07 Mar 2024 Oaktree's Howard Marks Says Rates Are Not Historically High - Portfolio

06 Mar 2024 Berkshire boosts Liberty Media SiriusXM stake - Portfolio

1.5 million shares of LSXMA and 2.2 million shares of LSXMK purchased.

06 Mar 2024 Oakmark's Bill Nygren: Here's why now is a really exciting time for value investors - Portfolio

06 Mar 2024 Mohnish Pabrai's Q&A at London School of Economics on January 30, 2024 - Portfolio

05 Mar 2024 Interview with Chris Davis of Davis Advisors - Portfolio

Expert financial-sector investor Chris Davis of Davis Advisors describes why the sector is fertile investing ground, where “outsiders” may be prone to err, and why he sees unrecognized value today in Capital One, JPMorgan and Bank of New York Mellon.

04 Mar 2024 Oakmark Funds' Alex Fitch and Mike Nicolas discuss how the firm defines value investing, its idea generation and research process, and how to estimate mid-cycle earnings - Portfolio

01 Mar 2024 Polen Capital Management: Investing in India - A Cyclical or Structural Opportunity? - Portfolio

29 Feb 2024 Ariel Investments: Company Spotlight - Core Laboratories Inc. - Portfolio