Follow Legendary investors
You don’t need to find new, unique investments to generate great returns. On the contrary, there is a veritable goldmine of knowledge and investment ideas hidden in studying the best investors in the world.
On Borsgade we follow a number of ‘investment legends’. Both Nordic investors such Claus Wiinblad from the Danish pension fund ATP as a number of international investors such as Warren Buffett, Thomas Shrager and Seth Klarman.
Youy can read and follow their advice in the many articles, podcasts and videos below or study their portfolios and see which companies they buy and sell. You can find them all under the ‘Portfolios’ menu below.
Updated Portfolios
Arman Gokgol-Kline – Ruane Cunniff
Guy Spier – Aquamarine
Seth Klarman – Baupost
Thomas Gayner – Markel
Warren Buffett – Berkshire Hathaway
Claus Wiinblad – ATP Danske Aktier
Investor News
Polen Capital: AI is transformative, but..
In this letter to shareholders, the team at Polen Capital shares their thoughts on AI. Despite all the hype, the Polen team has a constructive long-term outlook on AI’s transformative potential but advocates a patient, globally diversified, and active investment approach focused on quality companies, while being mindful of uncertainty and volatility along the way.
Bill Nygren: Trees don’t grow (that high) to the sky
In this Q2 2024 update to investors, Bill Nygren and the team at Oakmark Fund give their perspective on the current growth stock dominated market environment.
Maj Invest: three new additions to the portfolio
Kurt Kara and the team behind Maj Invest Value Aktier provide their quarterly portfolio update in their second quarter 2024 letter to shareholders.
Howard Marks: Opportunities in China and Italy
In this interview with Bloomberg, Howard Marks shares his views on the US economy, the opportunities he sees in China, and the debt woes in the country’s real estate market.
Mohnish Pabrai: My investment theses around coal companies
Mohnish Pabrai’s recently visited The University of Nebraska, where they discuss a number of interesting topics including advice for young investors, how to evaluating a management team, and his specific investment thesis of CONSOL Energy vs. IPSCO.
Cliff Asness: Overcoming investment pain
In this Bloomberg interviews, AQR co-founder Cliff Asness discuss the unpredictability of financial markets since 2002. He highlighted how extreme events, like the tech bubble and COVID-19, challenge assumptions. Asness emphasize how investors need to understand not only investment pain, but also the severity and duration.
Jason Zweig: These Grahams lessons are most relevant today
In this keynote address at the 2024 Value Investing Conference, Jason Zweig, tenured investing columnist for The Wall Street Journal, discussed the continued relevance of Benjamin Graham’s principles of value investing, 75 years after the publication of Graham’s classic “The Intelligent Investor”.
Michael Mauboussin: How to leverage investment patterns
In this episode of Capital Allocators, Michael Mauboussin explores one of his most recent pieces on “Pattern recognition”. Examining when it is effective and when it falls short. It then transitions to discussing the evolving nature of public markets, inspired by another of Mauboussin’s recent research reports titled “Birth, Death, and Wealth Creation.”
Latest articles
Sunshine or rain? Guide To The 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.
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
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
New functionality: which sectors are ATP and PFA invested in?
See which sectors investors are buying into and selling out of and in which sectors they are most concentrated.
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