Vested in Value
My not-so-profound thoughts on company valuation, recent news and the stock market.
- By Peter Stæhr
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.
- By Peter Stæhr
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.
- By Peter Stæhr
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.
- By Peter Stæhr
Thomas Shrager and Tweedy give an update on the stock market, their portfolios and share their reflections on selected positions.
- By Peter Stæhr
Tweedy Browne's latest portfolio update for Q2 2023 shows new acquisitions in customer service, IT infrastructure and game development
- By Peter Stæhr
See which sectors investors are buying into and selling out of and in which sectors they are most concentrated.
- By Peter Stæhr
Seth Klarman makes a number of major changes to the portfolio in Q1 2023, including continued acquisitions of FIS and Alphabet.
- By Peter Stæhr
