Investing in China: ‘Panic Selling’ and Maximum Pessimism
When I took a closer look at the Chinese market at the beginning of the year, the investment landscape in China was different than it is here at the end
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When I took a closer look at the Chinese market at the beginning of the year, the investment landscape in China was different than it is here at the end
The primary target audience for the book is entrepreneurs who are considering starting a business. But the book is equally interesting for investors who want to understand the characteristics that need to be present to create a successful and sustainable growth company.
The book draws on Thiel’s extensive experience in the US tech sector, where he is one of the most successful entrepreneurs and investors. Thiel covers many different topics in the book, but of particular interest to investors is his model for building and investing in new technology companies.
Philip Fisher is one of the grand old men of the investment world and his fan base includes many prominent investors of all time, including Warren Buffett. Buffett has repeatedly referred to Fisher’s principles for investing at Berkshire’s annual meetings.
At the heart of the castle is Fisher’s model for selecting and assessing whether a specific company is a sublime investment.
With ATP Langsigtet Dansk Kapital, the Danish pension company is ready with up to DKK 6 billion to support the development of new or existing Danish companies. The ambition is to create high returns, growth and jobs in Denmark by supporting the long-term development of several positions of strength in Danish business.
ATP, Swiss Swisscanto Private Equity and BankInvest are among the investors who are now injecting DKK 180 million into Danish MedTrace, which specializes in the treatment of heart patients.
The US market (S&P 500), here in April 2021, is at an all-time high of 4100 and significantly above the level when the Covid-19 pandemic hit in February 2020 (3400).
The book discusses the misconceptions that managers fall prey to when answering the question of what drives business performance.
These misconceptions are described in a number of best-selling international management books, such as In Search of Excellence, Built to Last and From Good to Great. Here, the reader is led to fall into fallacies because the arguments appear to be rational, evidence-based (extensive studies) and conducted by reputable organizations.
As previously described on this site, you don’t need to find new unique investments to generate a good return. On the contrary, there is a veritable goldmine of knowledge and
A targeted investment strategy, clear contingency plans and tight risk management contributed to ATP once again achieving a record result in 2020 in a very unusual and turbulent year.
The great disconnect
The book starts with a classic quote from American baseball legend Yogi Berra:
“In theory there is no difference between theory and practice. In practise there is.”
Anyone who has invested in the stock market will know that this is a very true statement. A strategy that seems completely obvious on paper can turn out to be the opposite in practice. The reason for the difference between theory and practice is multifaceted and unfolds in a number of Marshall’s experiences. You’ll find my favorites below.
The pandemic that ended a decade of stock market celebrations 2020 was a challenging year for all of us. The Corona virus has forced us to change our everyday life
What are the world’s best investors doing right now? You don’t have to find new, unique investments to generate a good return. On the contrary, there is a veritable goldmine
In the latest edition of the Animal Spirits podcast, the two hosts were joined by one of the grand old men of the investment world, Burton Malkiel. Malkiel published the
It didn’t take long for the corona pandemic to take hold in Western countries before stock markets fell by ~35%. It always seems violent when the market experiences big drops.
The first investment book I read was Benjamin Graham’s The Intelligent Investor. But this is not where my journey began. In connection with the IPO of the company I used
Over the past few weeks, I’ve started telling friends, family and acquaintances that I’m working on a website for private investors. As most people know, investing is a big part