In its latest Q1 commentary, Oakmark discusses the portfolio and in particular their investment in US banks, especially their new position in the bank Charles Schwab.
Aswath Damodaran, professor at NY University, gives a long and in-depth interview to Bloomberg Radio, where he talks about rationality in the market, Microsoft, Meta and more.
Mohnish Pabrai discusses a range of topics in the Rotman School of Management podcast, including Buffett’s 2022 Shareholder Letter, the “Circle the Wagons” approach to investing, the art of finding an outstanding company and much more.
Tomas Gayner, CEO of Markel, joins the We Study Billionaires podcast to share his reflections on the big and small: Including how he learned to appreciate compound interest, what he takes away from Berkshire Hathaway’s business model and why humor is so important to his approach.
Kimball Brooker, Co-Head Global Value Team, discusses the possibility of multiple outcomes after the banking crisis and how First Eagle hedges against extreme events.
Poland Capital gives their assessment of e-commerce after the major fluctuations in the industry during the corona pandemic.
Ray Dalio from Bridgewater looks at the key learnings from the banking crisis, zooms in on the underlying elements of the recent bank run and discusses the implications for the banking system and monetary policy.
In an interview with India Today, Professor Damodaran gives his perspectives on the growing banking crisis and inflation, as well as his assessment of the Indian economy.
Cliff Asness shares his thoughts on quantitative value investing and his “two newspapers” investment strategy on the Masters in Business podcast (Bloomberg).
Each of the responsible portfolio managers at Oaktree gives their view on the current market: the market position, real estate, and as always with Oaktree, a section on bonds and corporate debt.
Bill Ackman, CEO of Pershing Square Capital Management, talks about his losses on Netflix, the Silicon Valley banking crisis, allocation tips and much more in the 20VC Podcast
Investors’ Chronicle podcast where Joel Greenblatt talks about specific relatively cheap US companies, why he’s still a fan of big tech and the outlook for the UK stock market.
Chief Strategist at Nykredit, Frederik Engholm, gives his assessment of the current turmoil in the financial sector, including the banks that suddenly found themselves in trouble
The recent rise in interest rates has made Danish mortgage bonds more interesting for investors. Nykredit gives their assessment of investing in Danish mortgage bonds.
Extensive interview with Guy Spier, who talks about his major investments in China and India, his discussion with Buffett on the use of debt and much more.
First Eagle gives their assessment of the last week’s banking crash in the US and how they are investing in the current market.
Nykredit assesses the interest rate hike from the European Central Bank, including: “Eurozone: ECB delivers 50bp but signals increased cautionA “large majority” of the Governing Council supported a 50bp increase
Bill Nygren from Oakmark gives his assessment of the current banking situation in the US and his assessment of Bank of America.
Howard Marks on the market situation and reflections from his latest memos
