Read Christopher Davis’ review of the past year and an analysis of selected stocks in their portfolio, including Meta, Applied Materials and Berkshire Hathaway.
Berkshire Hathaway’s 2022 annual report is out and so is the annual letter to shareholders, which is the first part of the report.
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.
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
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
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
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
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.
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.
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,
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.
Read Tweedy Browne’s 4th Quarter Commentary.
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 &
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
Mouboussin gives us an insight into his extremely well-equipped toolbox. He covers both classic investment topics with references to Buffett and Graham and takes the reader on a wide range of topics such as casino gambling, psychology, horse racing and evolutionary biology.
