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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.

Guy Spier: A Masterclass On Building Wealth, Wisdom & Success
In this interview, Guy Spier covers a wide range of topics, blending practical investing advice with broader life lessons and philosophical insights. Guy emphasizes the importance of long-term thinking, personal growth, and maintaining a balanced perspective on success and happiness.
Aswath Damodaran: Build Your Personal Moat Against AI
In this video, NYU Professor Aswath Damodaran shares his thoughts on how AI may cause disruption on a personal level. The media argue that AI is coming for our jobs, and for Aswath, that threat became real when he learned of a bot in his name that had read and listened to everything that he had ever written or said.
Cliff Asness: Rational strategies for a less efficient market
In his latest paper titled ‘The Less-Efficient Market Hypothesis’ AQR's Cliff Asness explains why he believes markets have become less efficient over the past 30+ years due to technology, gamified trading, and social media. This inefficiency raises the stakes for rational active investing, with bigger and longer-lasting market swings. Investors should embrace this opportunity but remain cautious of strategies that might not perform well long-term.
Howard Marks: Remember our Old Friend, Mr. Market?
In his recent memo, Howard Marks explores the concept of "Mr. Market," a metaphor introduced by Benjamin Graham to describe the stock market's erratic behavior. Marks discusses the market's tendency to miscalculate asset values due to emotional swings between optimism and pessimism.
Bill Nygren: How to avoid Value Traps
In their recent commentary, Bill Nygren and his colleagues at Harris Associates discuss how to avoid value traps. In their perspective, value traps occur when a stock appears undervalued but fails to grow its per-share value at an acceptable rate.
Michael Mauboussin: From Multiples To Value Drivers
In his latest article titled The Math of Value and Growth, Michael Mauboussin explores the relationship between growth, return on capital, and the discount rate in valuing financial assets.
Bill Ackman: 2024 Interim Letter to Shareholders
In his Pershing Square 2024 Interim Report, Bill Ackman discusses the current stock market environment, noting that a significant portion of market capitalization is now held by permanent owners such as index funds.

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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:

Investment Coaching

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