Nykredit: Positive start to the year for Danish equities – but uncertainty remains high
Borsgade
January 1, 2023
Nykredit: Sustainability is becoming more and more important: How to get on board
Borsgade
December 20, 2022
ATP: Invests heavily in Danish Better Energy and solar energy
Borsgade
December 9, 2022
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.
Today’s market compared to other bear markets
Peter Stæhr
November 28, 2022
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
First Eagle: Potential for excellent buying opportunities
Peter Stæhr
November 4, 2022
Mathematically correct price level In First Eagle’s latest letter to shareholders, they provide their assessment of the current market. Due to recent interest rate hikes by the world’s central banks,
What investors should refrain from
Peter Stæhr
October 31, 2022
The least important thing… In an interview with St. Jame’s Place, Howard Marks of Oaktree talks about his approach to investing. Marks is the author of the excellent book, “The
Aswath Damodaran: Individual investors have a huge advantage over portfolio managers
Peter Stæhr
October 24, 2022
Bill Nygren: Remember the time perspective in difficult times
Peter Stæhr
October 20, 2022
In his latest letter to shareholders, Oakmark CIO Bill Nygren writes about the difficult situation many investors find themselves in. His starting point is American investors, but the points are
Ray Dalio: Of course some investors can beat the market
Peter Stæhr
October 5, 2022
Smart investors will always take money from the less smart In an entertaining interview with the London School of Economics, Ray Dalio explains why it’s possible for investors to beat
Bill Ackman: It’s a good time to buy stocks again
Peter Stæhr
October 5, 2022
The time has come to start buying up In an interview with Interactive Investor, Bill Ackman of Pershing Square Holdings shares his views on the market at the end of
Tweedy Browne: Letter to Shareholders Q3 2022 (Half Year Report)
Borsgade
September 30, 2022
Read Tweedy Browne’s Investment Adviser’s Letter to Shareholders from September 2022.
Tom Russo: Berkshire Hathaway is Still a Good Buy
Peter Stæhr
September 26, 2022
A long-term investor’s view on Berkshire In last week’s ‘Wealthtrack’ interview, Tom Russo explains why he has been an avid follower of Warren Buffett since he heard him give a
Interview: Learn to invest like Warren Buffett (for beginners)
Peter Stæhr
September 26, 2022
Great introduction to Buffett’s investment process In an interview with ‘The Investors Podcast’, author Robert Hagstrom explains how we can learn to invest like Warren Buffett. Hagstrom has written several
Howard Marks: Waiting for the bottom is a really bad idea
Peter Stæhr
September 20, 2022
Investor Harward Marks, from Oaktree Capital, speaks with Head of Finance Team in Economic Affairs Department at Chosun Ilbo. The video is half an hour, there is some editing along the way, but there are many interesting reflections on the current market situation, tech companies and crypto.
Stanley Druckenmiller: The market will be flat for the next ten years
Peter Stæhr
September 16, 2022
Visiting Palantir Investor Stanley Druckenmiller was one of the first investors in American Palantir. In September 2022, he visited and was interviewed by Palantir’s CEO Alex Karp. Here he explains
Guy Spier: Watching paint dry
Peter Stæhr
September 8, 2022
Zen investor One of the privileges of writing here at Børsgade is that you get to follow the doings of so many talented investors. One of the portfolios that really
Klarman trims the portfolio
Peter Stæhr
August 31, 2022
Looking at Seth Klarman’s portfolio for the second quarter of 2022, there’s a pretty clear trend: he’s reducing a large number of his positions. These include Alphabet (Google), Intel, Dropbox, Fiserv, Meta, Intel and more than 20 other positions. In other words, the overall picture is that Klarman has taken a more defensive position and is a fairly significant net seller of shares.
ATP: Pensions remain in place after six months of severe financial turmoil
Borsgade
August 30, 2022
Turbulent financial markets had a pronounced impact on the first half of 2022. Rising interest rates and falling equity prices resulted in a negative investment result for ATP, but do not cast doubt on the fundamental security of the guaranteed pensions.
PFA: Continued growth and stable operations in historically difficult investment half-year
Borsgade
August 30, 2022
The bear has arrived, but fear not
Peter Stæhr
July 19, 2022
We are now officially in a bear market, which means that the major indices have fallen more than 20% from peak to (so far) trough. The NASDAQ has fallen more
