dataroma.com Reports/Commentaries http://www.dataroma.com/ Super Investor Portfolio Tracking Wed, 22 Apr 2026 08:55:35 -0600 en-us <![CDATA[Podcast interview with Pat Dorsey of Dorsey Asset Management: Economic Moats and More]]> http://www.dataroma.com/m/art.php?id=10774 www.dataroma.com/m/art.php?id=10774 Wed, 22 Apr 2026 08:55:35 -0600 <![CDATA[Christopher Bloomstran on Warren Buffett, Berkshire Hathaway $BRK.B, $BLDR, $DECK, $ALK]]> http://www.dataroma.com/m/art.php?id=10773 www.dataroma.com/m/art.php?id=10773 Tue, 21 Apr 2026 09:08:10 -0600 ]]> <![CDATA[Oaktree’s Howard Marks: This is not a market that’s on sale]]> http://www.dataroma.com/m/art.php?id=10772 www.dataroma.com/m/art.php?id=10772 Mon, 20 Apr 2026 08:23:17 -0600 ]]> <![CDATA[Oakmark Funds: Energy investing without macro calls]]> http://www.dataroma.com/m/art.php?id=10771 www.dataroma.com/m/art.php?id=10771 Fri, 17 Apr 2026 08:28:45 -0600 <![CDATA[Third Avenue Management: Small-Cap Value Strategy Overview and Insights 2026]]> http://www.dataroma.com/m/art.php?id=10770 www.dataroma.com/m/art.php?id=10770 Thu, 16 Apr 2026 10:20:59 -0600 <![CDATA[Reflections on Oaktree Conference 2026 with Howard Marks]]> http://www.dataroma.com/m/art.php?id=10769 www.dataroma.com/m/art.php?id=10769 Wed, 15 Apr 2026 08:35:18 -0600 <![CDATA[David Einhorn signals caution as his hedge fund Greenlight prioritizes capital protection]]> http://www.dataroma.com/m/art.php?id=10768 www.dataroma.com/m/art.php?id=10768 Tue, 14 Apr 2026 12:17:21 -0600 <![CDATA[Sound Shore's Peter Evans speaks with Value Investor Insight about portfolio holding Teva Pharmaceutical]]> http://www.dataroma.com/m/art.php?id=10767 www.dataroma.com/m/art.php?id=10767 Tue, 14 Apr 2026 09:07:03 -0600 <![CDATA[Berkshire electric utility’s court win could save it billions]]> http://www.dataroma.com/m/art.php?id=10766 www.dataroma.com/m/art.php?id=10766 Mon, 13 Apr 2026 08:26:52 -0600 <![CDATA[@ChrisBloomstran]]> http://www.dataroma.com/m/art.php?id=10765 www.dataroma.com/m/art.php?id=10765 Sun, 12 Apr 2026 14:28:00 -0600 <![CDATA[Polen Capital: Navigating Credit Risk]]> http://www.dataroma.com/m/art.php?id=10764 www.dataroma.com/m/art.php?id=10764 Fri, 10 Apr 2026 08:47:14 -0600 <![CDATA[Pzena Investment Management: Value in Emerging Markets]]> http://www.dataroma.com/m/art.php?id=10763 www.dataroma.com/m/art.php?id=10763 Thu, 09 Apr 2026 08:23:54 -0600 <![CDATA[Pzena Investment Management: Value vs Value Light]]> http://www.dataroma.com/m/art.php?id=10762 www.dataroma.com/m/art.php?id=10762 Wed, 08 Apr 2026 09:08:05 -0600 <![CDATA[Polen Capital: Focused on the Forces That Matter]]> http://www.dataroma.com/m/art.php?id=10761 www.dataroma.com/m/art.php?id=10761 Tue, 07 Apr 2026 08:49:04 -0600 <![CDATA[Miller Value Partners: Investment case update for Figure Technology Solutions (FIGR)]]> http://www.dataroma.com/m/art.php?id=10760 www.dataroma.com/m/art.php?id=10760 Mon, 06 Apr 2026 08:39:26 -0600