Latest News and Articles
- By Borsgade
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”.
- By Borsgade
In this interview with Jason Zweig, the editor of the 75th anniversary edition of Benjamin Graham’s classic book ‘The Intelligent Investor’, he discusses Graham’s timeless principles for successful investing.
- By Borsgade
In a recent interview, François Rochon discusses his approach to identifying exceptional businesses by combining quantitative and qualitative analysis. He starts by examining historical performance metrics such as return on capital, profit margins, debt levels, and the quality of earnings to identify strong companies.
- By Borsgade
In a recent interview, Cliff Asness delves into the complexities and prospects of rational investing, especially during times of significant market inefficiency
- By Borsgade
In his latest article, Michael Mauboussin presents a collection of their most interesting and controversial charts and insights from their reseach.
- By Borsgade
In a recent interview on Bloomberg, Bill Nygren CIO of Oakmark, shares his insights into the firm's approach to public equity investing through a private equity lens. He discusses Oakmarks investment philosophy, risk management strategies, and broader market perspectives.
- By Borsgade
In his recent guest lecturer presentation at University of Nebraska Omaha, Mohnish Pabrai talked about investing in win-win deals, how early start of the investing journey gives maximum returns, and some advice on selecting our inner circle.
- By Borsgade
In his recent blog post “The Siren Song of Sustainability," NYU professor Aswath Damodaran critiques the concept of sustainability, particularly its connection to ESG (Environmental, Social, and Governance) practices. He describes ESG as an empty acronym, filled with hypocrisy and marketed with misleading promises.
- By Borsgade
In a recent book interview, Cliff Asness compares quantitative and discretionary investing, emphasizing that both aim to identify undervalued stocks with catalysts for revaluation.
- By Borsgade
In a recent interview with Barron’s, Howard Marks reflects on his early career in finance, recalling how banks in the 1970s invested heavily in the "Nifty Fifty" — a group of America’s fastest-growing companies, considered unbeatable regardless of their valuation.