03 Feb 2025 7 Top-Performing Large-Value Funds - Portfolio

Funds from Oakmark, BNY Mellon, and Fidelity are among the best performers.

03 Feb 2025 Polen Capital U.S. Small Cap Growth Q4 2024 Commentary - Portfolio

31 Jan 2025 Matrix’s David Katz discusses the markets, his stock picks, tariffs - Portfolio

31 Jan 2025 Polen Capital Focus Growth Q4 2024 Commentary - Portfolio

30 Jan 2025 Miller Value Partners insights: Is this a Generational Opportunity? - Portfolio

29 Jan 2025 Mairs & Power Growth Fund Q4 2024 Commentary - Portfolio

28 Jan 2025 Ariel‘s Charlie Bobrinskoy on the tech downturn - Portfolio

28 Jan 2025 Q&A at RV Capital's 2025 Annual Gathering - Portfolio

27 Jan 2025 Pzena Investment Management Q4 2024 Commentary: Living in a Concentrated World - Portfolio

24 Jan 2025 Superstar investor David Giroux on why stock market valuations are scary

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Part 2:

24 Jan 2025 @ChrisBloomstran - Portfolio

Just ran this. Wow. The Mag 7 were ~60% of the S&P 500’s 29% return over the past 3 years, despite losing 40% in 2022. They were ~15.6% of sales growth and an INCREDIBLE ~106% of net income growth. Yes, the 493 in the S&P ex the Mag 7 experienced an outright decline in earnings.

— Christopher Bloomstran (@ChrisBloomstran) January 24, 2025

23 Jan 2025 Ariel Focus Fund Q4 2024 Commentary - Portfolio

23 Jan 2025 Ariel Appreciation Fund Q4 2024 Commentary - Portfolio

22 Jan 2025 Meet the man picked to succeed Warren Buffett (may require subscription) - Portfolio

22 Jan 2025 Warren Buffett's Pilot Co shuts oil trading business, sources say - Portfolio

"Pilot Co is shuttering its international oil trading business, ending an excursion into the trillion-dollar global market to refocus on its Pilot Flying J service stations and truck stops in the U.S."

21 Jan 2025 David Einhorn says we have reached the ‘Fartcoin’ stage of the market cycle - Portfolio

“ Other than trading and speculation, it serves no other obvious purpose and fulfills no need that is not served elsewhere.”

21 Jan 2025 First Eagle Global Value Team 2024 Annual Letter - Portfolio

17 Jan 2025 Bargain hunting? This value manager has scooped up Airbnb, an AI-healthcare play and a GE spinoff - Portfolio

16 Jan 2025 Jensen Investment Management: 2024 Year in Review and 2025 Market Outlook - Portfolio

15 Jan 2025 Oakmark Global Fund Q4 2024 Market Commentary - Portfolio

15 Jan 2025 Oakmark Fund Q4 2024 Market Commentary - Portfolio

15 Jan 2025 Oakmark Select Fund Q4 2024 Market Commentary - Portfolio

14 Jan 2025 Wedgewood Partners Q4 2024 Client Letter: Curb Your Enthusiasm - Portfolio

14 Jan 2025 Patient Capital Management Q4 2024 Commentary - Portfolio

13 Jan 2025 Oakmark U.S. equity market commentary Q4 2024 - Portfolio