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.
With an investment of a large, triple-digit million DKK amount in the Danish renewable energy company Better Energy, ATP makes one of the largest investments of the year. The investment is part of ATP’s ambition to strengthen the development of green, Danish-produced energy and contribute to the green transition.
What does it take for us to typically see a bottom? The American hedge fund Bridgewater recently published an interesting report on the current market situation. Here they analyze whether
