23 Jan 2024 RV Capital 2024 Annual Gathering - Portfolio

23 Jan 2024 Patient Capital Management Q4 2023 market Commentary - Portfolio

22 Jan 2024 Jim Haslam on selling Pilot: 'Things change, and you have to get used to change' - Portfolio

The sale announcement came days later, and during negotiations Jim Haslam had a final conversation with Buffett "that eventually ended up in everything working out," Jim Haslam said. "It was a satisfactory conversation."

22 Jan 2024 Matrix’s David Katz on the economy and the markets - Portfolio

22 Jan 2024 Weitz Investment Management: "Avoid Crazy" and Stay Focused - Portfolio

The core of our investment philosophy is that over long periods of time, stock prices are driven by the values of their underlying businesses, and business value is a function of the cash flows, or “owners' earnings,” that will be generated over (many) future years. Warren Buffett made this point (again) in the 2022 Berkshire Annual Report: “Charlie and I are not stock-pickers; we are business-pickers.”

20 Jan 2024 Warren Buffett tells Citigroup CEO Fraser to keep going with overhaul - Portfolio

20 Jan 2024 Warren Buffett tells Citigroup CEO Fraser to keep going with overhaul - Portfolio

19 Jan 2024 First Eagle Investments: Global Value Team 2023 Annual Letter - Portfolio

18 Jan 2024 Leon Cooperman discusses interest rates, markets, and his stock picks - Portfolio

18 Jan 2024 Nelson Peltz: Disney board has underperformed the S&P 500 'on every measure' - Portfolio

18 Jan 2024 Nelson Peltz on Disney proxy fight: The company is not being run properly, board oversight is awful - Portfolio

17 Jan 2024 Berkshire adds to Liberty Media SiriusXM stake - Portfolio

LSXMA increased by 1.2 million shares to a total of 22.5 million shares.

LSXMK increased by 1.6 million shares to a total of 46.5 million shares.

17 Jan 2024 Warren Buffett's company now fully owns a truck-stop chain that was the 5th-largest private company in America - Portfolio

Warren Buffett's Berkshire Hathaway acquired the final 20% of Pilot Travel Centers on Tuesday.

17 Jan 2024 Apple overtakes Samsung as top seller of smartphones

Apple ended Samsung Electronics' 12-year run as the largest seller of smartphones in the world, after commanding a 20% share of the market in 2023, according to data from International Data Corp.

17 Jan 2024 Ariel Focus Fund Q4 2023 Commentary - Portfolio

17 Jan 2024 Ariel Appreciation Fund Q4 2023 Commentary - Portfolio

16 Jan 2024 Bill Nygren on Citigroup, General Motors, ConocoPhillips - Portfolio

16 Jan 2024 Polen Capital Management Small Company Growth Perspectives: Attractive Hunting Grounds for Potential Long-Term Compounders - Portfolio

16 Jan 2024 Patient Capital's Samantha McLemore: A Generational Buying Opportunity in Classic Value - Portfolio

12 Jan 2024 Wedgewood Partners Q4 2023 Client Letter: Powell Pivot - The Sequel - Portfolio

12 Jan 2024 January Views from First Eagle Global Value Team - Portfolio

11 Jan 2024 Howard Marks Memo: Easy Money - Portfolio

As you no doubt know, Charlie Munger passed away on November 28 at the age of 99. I want to pay a small tribute to Charlie’s life and wisdom by sharing something he wrote me in 2001: “Maybe we have a new version of Lord Acton’s law: easy money corrupts, and really easy money corrupts absolutely.”

10 Jan 2024 Fundsmith 2023 Annual Letter - Portfolio

09 Jan 2024 Oakmark Select Fund Q4 2023 Market Commentary - Portfolio

09 Jan 2024 Bill Nygren Q4 2023 Market Commentary - Portfolio