25 Jun 2024 Warren Buffett’s Investment Evolution: What’s changed, what hasn’t over five decades - Portfolio

24 Jun 2024 Mohnish Pabrai's Session at The University of Nebraska, Omaha on May 3, 2024 - Portfolio

21 Jun 2024 Oaktree Capital's Howard Marks on US Growth, China Market, Evergrande - Portfolio

21 Jun 2024 First Eagle Investments: The Small Idea - It Don't Come Easy - Portfolio

20 Jun 2024 June Views from First Eagle Global Value Team - Portfolio

19 Jun 2024 @ChrisBloomstran - Portfolio

Stunning. Nvidia passes Microsoft and Apple as largest market cap. Combined, the three are valued at $9.9 trillion, 21.5% of the entire market capitalization of the S&P 500. The three are today LARGER than the capitalization of the ENTIRE S&P in September 2011, not a market low.…

— Christopher Bloomstran (@ChrisBloomstran) June 19, 2024

18 Jun 2024 Polen Capital’s International Growth team considers medtech opportunities arising from a rapidly aging global population - Portfolio

18 Jun 2024 Warren Buffett buys Occidental shares for 9 straight days, pushes his stake to nearly 29% - Portfolio

Berkshire also owns $10 billion of Occidental preferred stock and has warrants to buy another 83.9 million common shares for $5 billion, or $59.62 each. The warrants were obtained as part of the company’s 2019 deal that helped finance Occidental’s purchase of Anadarko Petroleum.

17 Jun 2024 Berkshire Hathaway reduces Liberty Media Corp. Series A Live stake by 65,330 shares - Portfolio

17 Jun 2024 Berkshire Hathaway boosts Occidental Petroleum stake by 2.95 million shares - Portfolio

Berkshire now owns 28.8% of OXY.

17 Jun 2024 Interview with David Hoeft of Dodge & Cox and Bill Nygren of Harris Associates: Value Investing in the Age of Intangibles - Portfolio

Two top managers take stock of the industry and the opportunities.

17 Jun 2024 Warren Buffett’s Berkshire Hathaway trims its stake in Chinese EV maker BYD to 6.9% - Portfolio

Warren Buffett’s conglomerate has sold an additional 1.3 million Hong Kong-listed shares of BYD for $39.8 million.

14 Jun 2024 Ariel's Charlie Bobrinskoy discusses Oracle, APA Corp. - Portfolio

14 Jun 2024 @ChrisBloomstran - Portfolio

Gross incompetence? Fraudulent promotion? I hope as a CFA you know, Tasha, that an investment recommendation must be made with a reasonable basis. Otherwise you lose your charter for violating the Standards of Practice and Code of Ethics. A $7-$10.9 trillion market cap expected… https://t.co/oEZY6wHWX5

— Christopher Bloomstran (@ChrisBloomstran) June 13, 2024

13 Jun 2024 Google to Buy Clean Power From Buffett’s Nevada Utility - Portfolio

Alphabet Inc.’s Google has partnered with a Nevada utility and a geothermal energy startup to run data centers on electricity derived from the earth’s own heat.

13 Jun 2024 Oakmark's Bill Nygren discusses the markets, GM - Portfolio

13 Jun 2024 Weitz Investment Management: An Introduction to Equifax (EFX) - Portfolio

13 Jun 2024 Wharton's Jeremy Siegel on the Fed, the economy and the markets

12 Jun 2024 Berkshire increases Occidental Petroleum stake by 1.75 million shares or 1% - Portfolio

12 Jun 2024 Weitz Investment Management 2024 Annual Shareholder Meeting - Portfolio

12 Jun 2024 Nelson Peltz’s Trian amasses stake in pest control giant Rentokil - Portfolio

11 Jun 2024 Matrix Assets Advisors' David Katz discusses the markets and his picks - Portfolio

11 Jun 2024 Robert Vinall at the 2024 Value Investor Conference in Omaha: Five Moat Myths - Portfolio

10 Jun 2024 Third Avenue's Matt Fine: Time to invest like a young Buffett in 1999 - Portfolio

Elite Investor Matt Fine explains how he’s produced bumper returns by focusing on beaten-up, asset-rich companies and why there are good times ahead for his value-focused approach.

07 Jun 2024 Berkshire boosts Occidental Petroleum stake by 2.6 million shares or 1% - Portfolio

Berkshire now owns 28.3% of OXY