Search
Investment Coaching
Linkedin X-twitter Envelope

Find your next investment idea

Portfolios
Company Search

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.  

Updated Portfolios

Stay ahead

The latest thoughts and insights from legendary investors.

Matthew McLennan: Reflections On The Market Situation Anno 2025
In their recent report ‘First Eagle Reflections’, the team at First Eagle outlines key market developments and future expectations, focusing on macroeconomic trends, sector performance, and notable companies. Their insights highlight the dynamic nature of the global economy and the importance of strategic positioning across sectors and geographies.
Bill Ackman: 2025 Annual Investor Presentation
In his 2025 Annual Investor Presentation, Bill Ackman provides his view on Pershing Square Holdings (PSH) strategic roadmap. Bill also shares his in depth thoughts on the portfolio and key business developments in the companies he owns such as Nike, Brookfield and Uber.
Terry Smith: The Core Attributes of A Great Investment
In this interview, British investing icon Terry Smith, the manager of the UK’s largest stock fund Fundsmith, shares his lessons after a lifetime of investing. Terry delves into the skills, personality traits, and principles that propelled him from humble beginnings to the top of the investing world.
Aswath Damodaran: DeepSeek crashes the AI Party
In his recent article, NYU professor Aswath Damodaran discusses the disruptive entry of DeepSeek, a Chinese AI company, into the artificial intelligence (AI) landscape and its implications for the broader AI narrative.
Cliff Asness: Get Your Expectations in Line With Reality
In this article, AQR assess the assumption built into today’s market and what that likely will mean for forward returns. These insights aim to guide investors in setting realistic medium-term (5-10 years) expectations while emphasizing the importance of valuation discipline and diversification in navigating compressed risk premia across asset classes.
Howard Marks: Focusing on Excellence with Guy Spier
In this insightful podcast, Howard Marks, co-founder of Oaktree Capital, and Guy Spier, founder of Aquamarine Capital, share timeless investment wisdom. The discussion delves into essential principles for successful investing, including understanding market cycles, practicing second-level thinking, managing risk, and adopting long-term, contrarian strategies.
Ray Dalio: Smart Investment Allocation for 2025
In this interview, Ray Dalio highlights that while investors often prioritize buying great companies, they frequently neglect the critical factor of pricing, which can transform even a great company into a poor investment if it’s overvalued.

Read More

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

Read More

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.

Read more

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:

Investment Coaching

Popular topics

Find inspiration across topics
AI Alphabet Apple AQR Aswath Damodaran ATP Banking Crises Benjamin Graham Berkshire Hathaway Bill Ackman Bill Nygren Bridgewater Charlie Munger China Christopher Bloomstran Christopher Davis Cliff Asness First Eagle François Rochon Guy Spier Howard Marks Karen Karniol-Tambour Kurt Kara Letter to Shareholders Macro economy Maj Invest Matthew McLennan Meta Michael Mauboussin Mohnish Pabrai Nvidia Nykredit Oaktree Capital Management PFA Polen Capital Ray Dalio Risk Management Seth Klarman Stanley Druckenmiller Sustainability Thomas Gayner Thomas Shrager Tweedy Browne Value Investing Warren Buffett

Popular pages

Find the most visited pages on Borsgade