Punch CardHold$109M42.42%Ultra-concentrated / Deep value
HoskingⓘTrim-1.93%$75M2.5%Contrarian value / Global diversified
Greenlea LaneHold$47M12.95%Concentrated long-term value
Horizon KineticsⓘTrim-2.11%$19M0.21%Contrarian / Real assets
What managers sayⓘ
2026-08-18Colossus (Invest Like the Best / Business Breakdowns)NeutralBen Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]Detail →
2026-05-01Southeastern Asset ManagementNeutralResearch Perspectives – May 2026Detail →
2025-05-28Hosking PartnersBullThe Capital Cycle WayDetail →
2025-04-15Kopernik Global InvestorsNeutralValue Investor Insight | Deputy CIO Alissa Corcoran on Value in Global Conglomerates & Miners | March 31, 2025Detail →
2024-10-16Colossus (Invest Like the Best / Business Breakdowns)NeutralAIG: Rise, Fall, and Rebirth - [Business Breakdowns, EP.187]Detail →
2024-09-18Colossus (Invest Like the Best / Business Breakdowns)NeutralSherwin-Williams: Brushstrokes of Success - [Business Breakdowns, EP.183]Detail →
2024-02-15Kopernik Global InvestorsNeutral10 for 10Detail →
2023-06-30Oakmark FundsNeutralThe High Price of Low Volatility | U.S. Equity market commentary 2Q23Detail →