19 Sep 2024 Ariel's Charlie Bobrinskoy on Fed rate cut - Portfolio

19 Sep 2024 Wharton's Jeremy Siegel discusses the Fed rate cut

18 Sep 2024 September Views from First Eagle Global Value Team - Portfolio

17 Sep 2024 Quentin Velleley of Third Avenue featured in Forbes: Fund Managers Highlight Four Under-The-Radar Value Stocks For Q3 2024 - Portfolio

16 Sep 2024 Samantha McLemore of Patient Capital sees plenty of value in the Magnificent Seven, and in small-caps and energy shares - Portfolio

13 Sep 2024 The real economic indicators are holding at a moderate rate, says Wharton's Jeremy Siegel

13 Sep 2024 Persistence Pays - Portfolio

Matthew McLennan and Kimball Brooker of First Eagle Investments describe how they build resilience into their portfolios, why they think that's particularly important today, why they tend to be slow to trade, their latest thoughts on owning gold, and what they think the market is missing today in Haleon, Shimano, Itaúsa, Douglas Emmett and ONEOK.

12 Sep 2024 @ChrisBloomstran - Portfolio

Berkshire Vice Chair of Insurance Ajit Jain reported a sale of 200 A shares to the SEC, 44.5% of his BRK holdings (including his foundation), for $139 million. I wouldn’t be surprised if the “sales” at $725,000 per share are a gift to charity and thus not a taxable sale. I… pic.twitter.com/aDvCf3ybl1

— Christopher Bloomstran (@ChrisBloomstran) September 12, 2024

12 Sep 2024 Howard Marks: How to Think About Risk - Portfolio

11 Sep 2024 First Eagle Investments: Relative Valuations Favor the Small Cap Universe - Portfolio

11 Sep 2024 Berkshire unloads another chunk of Bank of America as CEO Moynihan lauds Buffett as great shareholder - Portfolio

“I don’t know what exactly he’s doing, because frankly, we can’t ask him. We wouldn’t ask,”

“But on the other hand, the market’s absorbing the stock .... we’re buying a portion of the stock, and so life will go on.”

10 Sep 2024 Berkshire Hathaway reduces Bank of America stake by 5.8 million shares or 0.7% - Portfolio

10 Sep 2024 First Eagle Investments: Summertime Observations - Portfolio

09 Sep 2024 Matrix Asset Advisors’ David Katz discusses the markets and his picks

06 Sep 2024 Davis Funds 2024 Fall Review - Portfolio

05 Sep 2024 Berkshire Hathaway reduces Bank of America stake by 18.7 million shares or 2.1% - Portfolio

05 Sep 2024 Jensen Investment Management: Low-Quality Rally Sets the Stage for High-Quality Opportunities - Portfolio

04 Sep 2024 @ChrisBloomstran - Portfolio

The @TheEconomist elected a horrific moment to die on the hill of Warren Buffett is over it. Is there ever really a good time? Had the formerly great magazine fact-checked the facts, they’d conclude Berkshire eviscerated the S&P over not only the long, but the intermediate and… pic.twitter.com/LfiDSH8sTa

— Christopher Bloomstran (@ChrisBloomstran) September 4, 2024

04 Sep 2024 5 Value Stock Picks from Oakmark’s Bill Nygren - Portfolio

03 Sep 2024 Ariel's Charlie Bobrinskoy: Investors should invest for the long-term now - Portfolio

03 Sep 2024 Miller Value Partners insights: Paypal Inc (PYPL) - Portfolio

30 Aug 2024 Berkshire Hathaway reduces Bank of America stake by 21 million shares or 2.3% - Portfolio

30 Aug 2024 Wharton's Jeremy Siegel on interest rates, economy and markets

30 Aug 2024 Warren Buffett leads Berkshire Hathaway to new heights at age 94 - Portfolio

“It’s been a matter of a well thought out strategy prosecuted for seven decades with discipline, consistency, and unusual insight,”

29 Aug 2024 Behind the Memo – The Impact of Debt with Howard Marks and Morgan Housel - Portfolio