Christopher Davis: Review of 2023
Read Christopher Davis’ review of the past year and an analysis of selected stocks in their portfolio, including Meta, Applied Materials and Berkshire Hathaway.
Warren Buffett: Letter to Shareholders & Berkshire’s 2022 Annual Report
Berkshire Hathaway’s 2022 annual report is out and so is the annual letter to shareholders, which is the first part of the report.
Christopher Bloomstran: 2022 Annual Report on Berkshire, Tech and more
A very comprehensive annual report from Christopher Bloomstran’s foundation, Semper Augustus. Here, Bloomstran really goes in-depth on a wide range of topics, not least Berkshire Hathaway.
Nassim Taleb: Stocks are overvalued
Another relaxed interview with Nassim Taleb, who gives his views on interest rates and the stock market over a glass of wine with Bloomberg. Taleb highlights that the current interest
Howard Marks: The most important question today is about stagflation
The benign environment of low interest rates is a bygone era, thinks Howard Marks, co-chairman of Oaktree Capital. In an in-depth interview, the legendary investor explains why he expects a
Sequoia: Why we have changed our positions in Netflix, Meta, Netflix and Disney
In Sequoia’s Q4 2022 update, Arman Gokgol-Kline, Partner and member of their Investment Committee, gives his assessment of several interesting companies in their portfolio. The discussion has a particular focus
Howard Marks on The New State of Markets
Marks on the new situation in the markets Interesting interview with Oaktree Capital’s Howard Marks with a special focus on inflation and interest rates. Oaktree’s specialty is corporate bonds, and
Pzena: Webinar on 2023 outlook for value stocks
Adrian Jackson and several colleagues from Pzena Investment Management give their assessment of expectations for the market and specifically value stocks. They look at pricing in different markets in this 45-minute webinar.
ATP: Historically challenging 2022 will not affect Danish pensions
2022 was an unusual year. For ATP, sharp interest rate increases and large equity declines resulted in extensive losses on our investments. The rare combination hit ATP hard, but pensioners’ payouts are unchanged. ATP pays out the pensions we have promised our members.
Guide to markets Q1 2023
The stock market in 2023 The stock market has always had good and bad times. As much as we’d like to forget the bad ones when things are going well,
First Eagle: Inflation and international markets
Matt McLennan from First Eagle gives his assessment on whether inflation has peaked and the drivers behind the European and Asian stock market rallies in recent months.
Nykredit: What happened in January – and what to watch out for in February
Tweedy Browne: Q4 2022 comments
Read Tweedy Browne’s 4th Quarter Commentary.
Nykredit: Energy crisis in Europe: The danger of rationing has passed – for now
John Spears: Buy companies with low share price, great management and insider buying
Thomas Gayner: Berkshire Hathaway’s new position in Markel
Listen to this episode from The World According to Boyar on Spotify. The Interview Discusses: The secret to success in the investment business.His investment thesis on both Home Depot &
Michael Mauboussin: Expand your investment toolbox
Many interesting reflections from Michael Mauboussin, focusing on three main themes: – Return on invested capital (ROIC) – Assessing a company’s competitive advantage – Management’s ability to invest the company’s
Nykredit: Crystal ball gazing: What the housing market will look like in 2023