Latest News and Articles
- By Borsgade
In this recent interview, François Rochon, founder of Giverny Capital, shares his insights on optimal portfolio strategy. François emphasizes a balanced and disciplined investment philosophy that prioritizes quality over excessive diversification.
- By Borsgade
In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
- By Borsgade
In this interview, Bill Nygren reflects on his career mistakes and lessons learned. These insights highlight the importance of balancing conviction with caution in investing and the need for value investors to adapt their strategies to include companies with significant intangible assets.
- By Borsgade
In this interview, Howard Marks shares his investment philosophy and lessons learned over his 55-year career, including contrarian investing, value versus quality and the inevitable market cycles.
- By Borsgade
In this interview at the 2025 MOI Global, Mohnish Pabrai shares insights on his investment philosophy and current market perspectives. The conversation covers various industries and investment approaches, with particular focus on cyclical businesses and special situations.
- By Borsgade
In his recent 2024 letter to shareholders, François Rochon provides a comprehensive overview of the firm’s investment philosophy, performance, and market outlook.
- By Borsgade
In his recent memo, Howard Marks discuss the current state of the credit market, focusing on high-yield bonds and the implications of narrow yield spreads. Howard emphasizes that while spreads are important, total returns are what ultimately matter for investors.
- By Borsgade
In this interview, Mohnish Pabrai shares his investment philosophy and life lessons. Using personal examples from his investment career, he demonstrates how major setbacks - including a large loss in a startup before launching his fund and the significant portfolio decline during the 2008 financial crisis - ultimately strengthened his investment approach and led to substantial gains afterward.
- By Borsgade
In their recent report ‘First Eagle Reflections’, the team at First Eagle outlines key market developments and future expectations, focusing on macroeconomic trends, sector performance, and notable companies. Their insights highlight the dynamic nature of the global economy and the importance of strategic positioning across sectors and geographies.
- By Borsgade
In his 2025 Annual Investor Presentation, Bill Ackman provides his view on Pershing Square Holdings (PSH) strategic roadmap. Bill also shares his in depth thoughts on the portfolio and key business developments in the companies he owns such as Nike, Brookfield and Uber.