
Top News


conferences
Creighton University’s 2025 Value Investing Panel: Robotti, Schmidt, Katsenelson & Wynegar

letters
Gardner Lewis: The Rise of M&A Under New Administration Will Happen Soon [Q1 Letter]

conferences
2025 ValueX BRK: Berkshire Director Chris Davis On How BRK Is Like Crypto

news
Paul Tudor Jones To CNBC: Chance AI Kills Off 50% Of Humanity Within Next 20 Years

conferences
Warren Buffett Doesn’t Pick Stocks – Or Care If His Wife’s Inheritance Beats the Market

conferences
Breakfast with Vitaliy Katsenelson: Two Stock Case Studies

news
Thank You Warren Buffett

conferences
Buffett’s Early Investments: Lessons (And Surprises) From The Oracle’s Early Years

news
Scott Bessent To CNBC: Chinese Corporations Are Tied To Mexican Cartels

news
Bill Ackman on Berkshire, Building an Insurer, and Fixing Harvard

letters
ValueAct Buys Entegris, Applied Materials, Amazon, Trims Meta Platforms [Q1 Letter]

news
Millennium Hires Balyasny Vet Steve Schurr with $100M Compensation

news
Berkshire Hathaway Left Exposed Due to Holdings’ Risky Race Initiatives

letters
Hedge Funds Wait for the Market to Appreciate this Payment Processor’s Turnaround and Trigger a Re-rating

letters
Arnott Opportunities (Cayman) Fund March 2025 Commentary

news
Asian Hedge Funds Seek Safe Harbor in India, Japan as Bessent, Trump Say Both Close to Deals

news
Hedge Funds Covered Their Shorts En Masse Last Week, Accounting Nearly All Net Buying

profiles
Hedge Funds Are Facing a Talent Shortage, But Not in the Area You Might Think
