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    • Weitz Value Matters: Getting Around the Bases

      Weitz Value Matters: Getting Around the Bases

      Guru Focus· 2 days ago

      ...Magnificent Seven” — Microsoft (MSFT, Financial), Meta Platforms (META, Financial) (Facebook parent), Alphabet (GOOG, Financial) (Google parent), ...

    • Ensemble Fund Q1 2024 Investment Update

      Seeking Alpha· 7 days ago

      The Ensemble Fund seeks to achieve long-term capital appreciation. The Fund invests in a focused portfolio of approximately 15 to 30 securities that meet our demanding criteria. After outperforming ...