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.

Terry Smith: Why Index investing is a Momentum strategy
In his annual letter to shareholders, Terry Smith argues that passive funds function as momentum strategies, creating a self-reinforcing cycle that inflates large-cap stock valuations.
Christopher Davis: Stock-picking strategies for A Challenging Market
In a recent interview with Barron’s, value investor Christopher Davis delves into two critical investment considerations: identifying the right businesses to own and determining the appropriate price to pay for them.
François Rochon: Never Overpay – Even for The Best of Companies
In this interview, Francois Rochon, CIO of Giverny Capital, discusses how a handful of dominant companies—such as Amazon, Apple, Microsoft, and Nvidia—have significantly influenced the S&P 500's performance in recent years. Their rapid growth has increased their weighting in the index, encouraging more investors to adopt indexing strategies, which further reinforces their dominance.
Li Lu: Charlie Munger’s enduring legacy
This is the first interview Li has accepted with domestic Chinese media after four years. In the interview, Li recalled his mentor Munger, summarized his spiritual legacy, and pointed out that it was Munger who made value investing possible in the global practice.
Christopher Bloomstran: Value, Patience and Trust as An Edge
In this interview, Christopher Bloomstran, CIO of Semper Augustus, offers a wealth of insights into value investing, ethical business practices, and the critical role of patience and trust in achieving long-term success in both investing and life.
Matthew McLennan: Global Investing Strategy For a New Year
Matthew McLennan provides insights into navigating volatile markets with a focus on resilience and strategic asset allocation.
Ben Graham Centre for Value Investing: How to Assess Management
Jamie Lowry, Managing Director of UK based Hamblin Watsa Investment Council, was the Keynote Speaker at the Ben Graham Centre’s 4th European Value Investing Conference where he provided a deep dive into to topic "The Management of Value”.

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