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You don’t need to find new, unique investments to generate great returns. On the contrary, there is a veritable goldmine of investment ideas hidden in studying the best investors in the world. 

Follow what legendary investors buy, sell and think. The portfolios include both Nordic investors such as Claus Wiinblad from the Danish pension fund ATP as well as US investors such as Warren Buffett (Berkshire), Thomas Shrager (Markel) and Seth Klarman (Baupost).

The commonality is that they all focus on business fundamentals, have a truly long-term mindset and an enviable track record.  

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The latest thoughts and insights from legendary investors.

Aswath Damodaran: Will The DOJ break Up the Big US Tech Companies?
In this video and accompanying article, NYU professor Aswath Damodaran discuss the possibility of the US Department of Justice breaking up the big US tech companies. Other antitrust remedies include operating restraints and regulated monopolies.
Bill Nygren: 2024 Q3 Commentary – The Importance of The Presidential Election
In his latest Q3 2024 commentary, Bill Nygren answers a number of interesting questions from their investors.
Bridgewater: Is an AI Bubble ahead of Us?
In this article, the good people at Bridgewater discuss the potential for an AI bubble, driven by the convergence of transformational technology and favorable macroeconomic conditions.
Michael Mauboussin: How to Measure a Company’s Moat
In his latest article, Michael Mauboussin provides a detailed approach to measuring a company's moat by analyzing strategic positioning, industry dynamics, and financial metrics to assess long-term value creation potential.
Michael Mauboussin: Top 2% of Listed Companies account for 90% of Wealth creation.
In his latest article, Michael Mauboussin examines the demographics of public companies in the U.S., including how many are born, how long they live, why they die, and the returns they deliver to shareholders.
Guy Spier: Defy your Urge to Rebalance
In this interview, Guy Spier explains that in a randomly selected portfolio held over a long period, most returns come from a few big winners, while many stocks do little or lose value.
Bridgewater: The Drivers of US Exceptionalism
In their recent article, the team at Bridgewater analyzes the exceptional performance of US equities over the past decade, breaking down the key drivers of outperformance and discussing the outlook for continued success.

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Vested in value

My not-so-profound thoughts on company valuation and current investment topics.
The Market
Peter Stæhr

Sunshine or rain? Guide To Markets Q3 2024

With many of us heading to the beach, it might be a time to lean back take a broad view of the global markets. To do so, we use three different indicators to measure the temperature and assess if markets are currently cheap or expensive.

Peter Stæhr July 2, 2024
Coloplast Valuation: Quality business with potential
In-depth analysis on Coloplast to inspire others who want to see a full valuation a la Aswath Damodaran or are considering investing in Coloplast.
How ATP invests heading into the second half of 2023
ATP has just released their half-year report for 2023. We dive into the numbers and look at the changes that have been made from the end of 2022 to now six months later.
Thomas Shrager: Q2 2023 update for Tweedy International Value
Thomas Shrager and Tweedy give an update on the stock market, their portfolios and share their reflections on selected positions.
Tweedy Browne acquires new companies to the portfolio
Tweedy Browne's latest portfolio update for Q2 2023 shows new acquisitions in customer service, IT infrastructure and game development

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Investment philosophy

There are countless ways to invest and even more aspects to keep in mind if your investments are to be successful. We have compiled the most important principles for the individual long-term investor.

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Make a roadmap for your investment journey

Pay less than what you get

Diversify your risk

Think like a business owner

Be patient and take a long term view

your investment journey

If you have limited experience with stock investing or need input into your existing portfolio, you have come to the right place. In the Learning menu you will find the most important topics that will help you grow on your investment journey.

If you need personalized feedback or want to take your portfolio to the next level, I offer coaching sessions tailored to your specific needs. 

Read more about investment coaching here:

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