dataroma.com Reports/Commentaries http://www.dataroma.com/ Super Investor Portfolio Tracking Mon, 08 Jun 2026 08:24:54 -0600 en-us <![CDATA[Ariel's Charles Bobrinskoy: Investors are selling stocks to buy new IPOs which is dangerous]]> http://www.dataroma.com/m/art.php?id=10854 www.dataroma.com/m/art.php?id=10854 Mon, 08 Jun 2026 08:24:54 -0600 ]]> <![CDATA[Full CNBC interview with Aquamarine's Guy Spier: Buffett disciple Guy Spier’s rare cancer changed what he values most]]> http://www.dataroma.com/m/art.php?id=10853 www.dataroma.com/m/art.php?id=10853 Fri, 05 Jun 2026 09:15:27 -0600 ]]> <![CDATA[Warren Buffett disciple Guy Spier built career on value investing. A rare cancer changed everything]]> http://www.dataroma.com/m/art.php?id=10852 www.dataroma.com/m/art.php?id=10852 Fri, 05 Jun 2026 09:08:08 -0600 <![CDATA[Mohnish Pabrai at The University of Nebraska: Mental Models for Exceptional Capital Allocation]]> http://www.dataroma.com/m/art.php?id=10851 www.dataroma.com/m/art.php?id=10851 Thu, 04 Jun 2026 09:06:07 -0600 ]]> <![CDATA[SpaceX is worth less than half of its $1.75 trillion IPO target, Morningstar says]]> http://www.dataroma.com/m/art.php?id=10850 www.dataroma.com/m/art.php?id=10850 Wed, 03 Jun 2026 08:25:09 -0600 <![CDATA[Pzena Investment Management: Memory's Margins]]> http://www.dataroma.com/m/art.php?id=10849 www.dataroma.com/m/art.php?id=10849 Tue, 02 Jun 2026 09:05:36 -0600 <![CDATA[Berkshire Hathaway invests extra $10 billion in Alphabet, deepening bet on AI]]> http://www.dataroma.com/m/art.php?id=10848 www.dataroma.com/m/art.php?id=10848 Mon, 01 Jun 2026 17:41:27 -0600 <![CDATA[Berkshire Hathaway buys Taylor Morrison for $6.8 billion. Buffett touts Abel’s deal-making]]> http://www.dataroma.com/m/art.php?id=10847 www.dataroma.com/m/art.php?id=10847 Mon, 01 Jun 2026 08:38:39 -0600 ]]> <![CDATA[Berkshire Hathaway makes $6.8 billion housing bet with Taylor Morrison deal]]> http://www.dataroma.com/m/art.php?id=10846 www.dataroma.com/m/art.php?id=10846 Sun, 31 May 2026 23:53:07 -0600 <![CDATA[Third Avenue's Matthew Fine - Buying Gray Clouds and Building Resilient Portfolios]]> http://www.dataroma.com/m/art.php?id=10845 www.dataroma.com/m/art.php?id=10845 Fri, 29 May 2026 08:43:55 -0600 <![CDATA[Greenlight Capital presentation slides at Sohn Investment Conference]]> http://www.dataroma.com/m/art.php?id=10844 www.dataroma.com/m/art.php?id=10844 Thu, 28 May 2026 08:45:24 -0600 <![CDATA[Davis Funds' Chris Davis on Investing in the Age of AI]]> http://www.dataroma.com/m/art.php?id=10843 www.dataroma.com/m/art.php?id=10843 Wed, 27 May 2026 08:12:31 -0600 <![CDATA[Ariel‘s Charles Bobrinskoy discusses tthe future of Madison Square Garden]]> http://www.dataroma.com/m/art.php?id=10842 www.dataroma.com/m/art.php?id=10842 Tue, 26 May 2026 14:28:17 -0600 ]]> <![CDATA[Oakmark Funds: International equities - Surprising market shifts]]> http://www.dataroma.com/m/art.php?id=10841 www.dataroma.com/m/art.php?id=10841 Tue, 26 May 2026 08:30:20 -0600 <![CDATA[Oakmark Funds: U.S. equities - Volatility creates opportunity]]> http://www.dataroma.com/m/art.php?id=10840 www.dataroma.com/m/art.php?id=10840 Tue, 26 May 2026 08:27:37 -0600