Mohnish Pabrai: Ferrari, Tencent, Microsoft, Apple and more
Mohnish Pabrai discusses a number of interesting topics in this interview with SumZero, including Ferrari, Brookfield, Alibaba vs. Tencent and Microsoft vs. Apple.
First Eagle: Small-Cap stocks and short-term problems – the secret to beating the market
Bill Hench, head of the First Eagle small-cap fund, talks about their approach and offers concrete investment ideas.
Mario Gabelli: Buttom-up analysis of companies and some current investment ideas
Increase your insight: See what ATP, PFA and all the other investors have bought and sold
New and improved portfolios It took some legwork, but all portfolios are now updated in a consistent and expanded format. This means that you can now gain insight into the
Howard Marks: Significant shifts in the stock markets
Howard Marks, co-chairman at Oaktree Capital Management and Ida Liu, global head at Citi Private Bank discuss the recent significant shifts in investment trends.
Bill Nygren: Fundamental investing from a generalist’s point of view
Bill Nygren from Oakmark discusses their investment approach and current investment opportunities, including the banking sector.
Terry Smith: I’m not giving up on Meta
British investor Terry Smith, founder of Fundsmith, has not profited from Meta, but still owns the position. In the interview, he discusses the investment case.
Thomas Gayner: The transition to CEO and The Big Lebowski
Interesting interview with Tomas Gaynor, Markel CEO, on everything from specific investments, investment style and his love of The Big Lebowski.
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,