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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

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.

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.

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

ATP: Increases green billion investment again

Borsgade July 5, 2022

For the third time, ATP invests in Swedish Northvolt, a developer and manufacturer of the world’s greenest electric car batteries. The Danish pension fund invests DKK 400 million and the total investment from ATP now reaches DKK 1.9 billion.

What did the gurus buy in Q1 2022?

Peter Stæhr May 31, 2022

After a long period of rather limited activity, Buffett is once again in a shopping mood. The market has taken a nice dive from the top, which has created opportunities. In Buffett’s case, this has resulted in a net purchase of $41.4 billion. USD when offsetting the sale of other shares during the period. It’s the largest single-quarter purchase ever.

ATP: Industriens Pension and PenSam join ATP’s hunt for ESG data

Borsgade May 3, 2022

ATP’s efforts to obtain ESG data from the unlisted area of the investment universe are growing. Industriens Pension and PenSam are now joining ATP’s questionnaire for funds and unlisted companies in order to push for more sustainability in the portfolio. Data is crucial for the pension sector to deliver on the ambition of value-creating ESG integration, including contributing to the green transition by reducing CO2 emissions in all parts of the business.

Mohnish Pabrai: Why I sold Alibaba

Peter Stæhr February 15, 2022

A sensational sale One of the investment cases that I have previously written positively about on this site is Alibaba. It therefore raised a few eyebrows when the highly competent

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