Harris (Oakmark)Trim-12.11%$95M0.13%Deep value / Contrarian long-term
MarathonTrim-12.46%$35M1.41%Capital cycle / Contrarian value
What managers sayⓘ
2026-08-20Aswath Damodaran (Musings on Markets)NeutralAI's Bar Mitzvah Moment: From Hype & Hope to Business Questions!Detail →
2026-07-28Colossus (Invest Like the Best / Business Breakdowns)NeutralSam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]Detail →
2026-07-10Horizon KineticsBearUnder the Hood Revived: What’s In Your Index? The Metamorphosis of the Mega-cap IT Company Business ModelDetail →
2026-06-23Colossus (Invest Like the Best / Business Breakdowns)BearVlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]Detail →
2026-05-29Colossus (Invest Like the Best / Business Breakdowns)BearToast: Sticky SaaS - [Business Breakdowns, EP.247]Detail →
2026-03-31Oakmark FundsBullPainting with a finer brush | Fixed income market commentary 1Q 2026Detail →
2026-02-10Michael Mauboussin (Consilient Observer)BearBayes and Base Rates: How History Can Guide Our Assessment of the FutureDetail →