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Michael Mauboussin: Expand your investment toolbox

Borsgade January 24, 2023

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

Find financial wisdom in unconventional places

Peter Stæhr January 13, 2023

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.

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

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

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