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.

Guy Spier: The Loolapalooza Effect in Practise
In this interview with Value After Hours, Guy Spier discuss a number of different topics, including how the Lollapalooza Effect drives influence. Guy uses a historic example from Russia as well as a more current example with the credibility (or lack of) when using credit rations.
Aswath Damodaran: Dealing with age: Intel, walgreens and Starbucks
In this article, Aswath Damodaran, follow up on his latest book on corporate lifecycle by examining three companies: Intel, Walgreens, and Starbucks. Companies that all face challenges as they age, and their growth slows. As Aswath puts is - Aging is inevitable for companies, and we need to better recognize CEOs who manage decline or shrinkage well, rather than just celebrating high growth.
Matthew McLennan: How to build Resilience Into Your Portfolio
In this article, Matthew McLennan and Kimball Brooker from First Eagle describe how they build resilience into their portfolios and why they think that's particularly important today.
Bridgewater: The most important Challenges In The Years Ahead
In this discussion, Bridgewater and GIC, the entity that is responsible for managing Singapore’s international reserves, assess the issues they think are most important for investors to grapple with in the years ahead.
Christopher Davis: Letter to Shareholders Fall 2024
In his recent letter to shareholders, Christopher Davis highlights that the era of near-zero interest rates ended in March 2022 when the Federal Reserve started raising rates. This shift marks a return to a more normal economic environment, though it may bring volatility and disruptions.
Michael Mauboussin: Everything is a DCF Model
In this article, Michael Mauboussin argues that whenever investors value a stake in a cash-generating asset, they are essentially using a discounted cash flow (DCF) model, whether explicitly or implicitly.
Guy Spier: The Full Office Tour - Optimizing Beyond returns
In this video, Guy Spier gives a full tour of the Aquamarine office in down town Zürich. Guy walks around the office while discussing the idea and history behind the different office spaces and the library.

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, 2026
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 Arman Gokgol-Kline Aswath Damodaran ATP Banking Crises Benjamin Graham Berkshire Hathaway Bill Ackman Bill Nygren Bridgewater Charlie Munger China Christopher Bloomstran Christopher Davis Cliff Asness Ferrari First Eagle François Rochon Guy Spier Howard Marks Inflation Intel Karen Karniol-Tambour Kurt Kara Letter to Shareholders Macro economy Maj Invest Matthew McLennan Meta Michael Mauboussin Mohnish Pabrai Nvidia Nykredit PFA Polen Capital Ray Dalio Risk Management Seth Klarman Thomas Gayner Thomas Shrager Tweedy Browne Warren Buffett

Popular pages

Find the most visited pages on Borsgade