Mohnish Pabrai: Why I sold Alibaba
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
ATP: A record-breaking year in ATP
A targeted investment strategy and tight risk management meant that ATP once again generated record results in 2021. The investment return of almost DKK 50 billion has never been higher, and after the high returns of the last three years, there was room in 2021 to increase pensions by DKK 30.4 billion, which is also the largest increase ever.
The Motley fool investment guide – The (not so) foolish way to invest
The term “Motley Fool” is taken by D&T Gardner from Shakespear’s comedy “As you like it”. Like Sharespeare’s court jester, the Gardner brothers want to be able to tell kings and queens (or all of us) the truth that no one else dares to say for fear of losing their heads (or their jobs on Wall Street). Their philosophy is one part humor and one part truth. Not a bad starting point at all.
ATP: ATP invests in huge Danish geothermal plant
Hot water from deep in the Earth’s interior will provide renewable energy in the detached house. The geothermal plant, which will be the largest in the EU, will now be established in Aarhus. ATP is a major investor in the project and thus plays a crucial role in exploiting the world’s fourth renewable energy source here in Denmark.
PFA: Strong investment year with good returns in PFA Invest’s balance funds
Happy New Year and inspiration for 2022
New Year is a time for celebration… and reflection. 2021: An exceptionally good investment year Another investment year is coming to an end. And what a year it has been
What did the Gurus buy in Q3 2021?
As previously described on this site , you don’t have to find new unique investments to generate a good return. On the contrary, there is a true goldmine of knowledge
ATP: ATP raises its climate ambitions: DKK 200bn in green investments by 2030 and DKK 100bn by 2025
“We simply can’t afford not to”. This is the message from ATP’s CEO. Bo Foged. ATP is raising its climate ambitions to create good returns for its members and contribute to the global green transition.
Guide to markets Q4 2021
At the end of October 2021, the US market (S&P 500) is back at an all-time high of almost 4,500, which is more than 30% above the level before the
Nykredit: Analysis: How quickly will the markets catch up with the negative fluctuations?
Investing the templeton way – Strategies from a legendary bargain hunter
Legendary fund manager Sir John Templeton has been called “the greatest stock picker of the century” by Money magazine and is widely recognized as one of the pioneers of global investing. Templeton has beaten all the major indices over an impressive period of over 50 years. The book offers a fine balance between the strategies and methods that set Templeton apart from other investors, practical recommendations for identifying and analyzing investments, and a number of concrete examples from his own career.
ATP: ATP once again generates record returns. Profit of DKK 25.7 billion after the first half of the year
Despite rising interest rates at the beginning of the year, ATP once again generated record returns. In the second quarter of 2021, ATP achieved the best return in the investment portfolio ever, so the financial reserves at half-year with DKK 171 billion are record-breaking, and the bonus ratio is 22.8 percent.
ATP once again generates record returns. Profit of DKK 25.7 billion after the first half of the year
Despite rising interest rates at the beginning of the year, ATP once again generated record returns. In the second quarter of 2021, ATP achieved the best return in the investment portfolio ever, so the financial reserves at half-year with DKK 171 billion are record-breaking, and the bonus ratio is 22.8 percent.
Investing in China: Two interesting cases
Two interesting investment cases In continuation of my article on the current Chinese market, below you can read an analysis of two specific Chinese companies that I believe are very
Nykredit: Dirt in the machinery: How long will bottlenecks and rising prices last?
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
Zero to one – investing in startups & growth
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.
Ordinary shares and extraordinary returns
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.