Aswath Damodaran, a professor at NY University, talks to Morningstar about a number of interesting topics, not least valuation, which is his specialty.
“Valuing a company is understanding the business. Understanding a business is not going through a financial statement and computing ratios. It’s figuring out what makes a business tick.”
Thomas Shrager and colleagues at Tweedy Browne provide their assessment of the current market in their 1st Quarter 2023 Commentary.
In the run-up to Berkshire’s annual meeting, Danish Stig Brodersen has a discussion with investor Mohnish Pabrai. Here, Pabrai shares his views on Alibaba, Constellation Software, Reysas Logistics and Shinoken
Professor Aswath Damodaran from NY University reviews his model for bank valuation, which in the wake of the banking crisis is all the more relevant for investors in US as well as Danish banks.
CNBC interview with Mario Gabelli, founder and CEO of GAMCO, who shares his current thoughts on the streaming industry, Berkshire’s annual meeting and the banking industry.
Founder and Chief Investment Officer at AQR, Cliff Asness, shares his views on international diversification. “International diversification has hurt US-based investors for over 30 years, but the long-run case for it remains relevant. We show that both financial theory and common sense favor international diversification, buttressed by empirical supportive evidence.”
Professor Aswath Damodaran gives his assessment of the current banking crisis in the US, including whether we can expect more dominoes to fall.
Portfolio Manager Matthew McLennan and First Eagle share their views on the current market:
In a keynote at Georgetown University’s McDonough School of Business, Howard Marks shares his views on the US economy and debt situation.
Ray Dalio, founder of Bridgewater Associates, reflects on a number of interesting topics in this interview: the threat of China, population growth, the geopolitical situation and advice for the younger generation.
Stanley Druckenmiller shares his thoughts on investing in the current geopolitical situation. Of particular interest to us in the Nordics, as he is attending the Norges Bank Investment Management Annual Investment Conference April 2023.
Interview with one of Berkshire Hathaway’s two Portfolio Managers, Todd Combs. Combs talks about the experience of joining Berkshire Hathaway and working with Buffett and Munger.
Kurt Kara and the other portfolio managers give an update on the different portfolios in Maj Invest, including the Value Aktier fund.
Investor Mohnish Pabrai talks about growing up in India, his shift from investing in the tech sector to deep value in the run-up to the dotcom bubble in 1999 and how he used Benjamin Graham’s “mathematical games”.
Short CNBC interview with one of the legends of the investment world, Peter Lynch. Here Lynch gives his assessment of whether it is still possible for investors to find companies based on their own experience as a consumer, the current situation in the banking sector and much more.
Short CNBC interview with one of the legends of the investment world, Peter Lynch. Here Lynch gives his assessment of whether it is still possible for investors to find companies based on their own experience as a consumer, the current situation in the banking sector and much more.
There are few people in the world who know Warren Buffett’s company, Berkshire Hathaway, better than investor Cristopher Bloomstran. In this interview facilitated by Patrick O’Shaughnessy, he discusses Berkshire’s business, asset allocation, investing in the energy sector and the future of Berkshire.
Investor Guy Spier reflects on many of the psychological aspects of stock investing, how he overlooked investing in Apple and shares his most important investment advice for the average investor.
In this Q&A session with University of Texas students (28/2-23), Mohnish Pabrai discusses a range of topics including specific investments in Reysas, TAV airports and Ferrari and shares his thoughts on Warren Buffett’s investment in the oil sector and Occidental Petroleum.
In his latest memo, Howard Marks reflects on the failure of Silicon Valley Bank and the impact it has on the banking industry in general.
In the latest episode of The Investors Podcast, Howard Marks talks about the fundamental change that the new interest rate environment brings to the stock markets. He also shares his thoughts on AI, Bitcoin and investing in Japan and China.
Rare interview between Berkshire’s Todd Combs and Charlie Munger from 19/4-2022 (sound quality is not optimal on the recording).
Pershing Square Holding’s annual report has now been published, including Bill Ackman’s letter to shareholders. It discusses 2022 in review, specific investments and topics such as AI and the impact of geopolitical changes.
Warren Buffett shares his thoughts on why he invested in the big 5 Japanese conglomerates and the opportunities for investing in Japan.
Buffett shares his thoughts on the banking crisis to CNBC.
