Bridgewater’s Ray Dalio has been intimately involved in the Chinese Markets in more than forty years. In this article, Dalio reflect on the pro and cons of being invested in China.
Kurt Kara and the other portfolio managers give a Q1 2024 quarterly update on the different portfolios in Maj Invest, including the Value Aktier fund.
Kurt Kara and the team behind Maj Invest Value Aktier provide a portfolio update in their Marts 2024 letter to shareholders.
During a recent meetings at Columbia Business School, Mohnish Pabrai gave a talk covering various investment topics such as Berkshire Hathaway, Burlington Northern Railroad and his investment thesis on metallurgical coal.
François Rochon just released his 2023 annual letter to shareholders, covering many subjects such as Owner Earnings and their 2024 outlook.
In his art of investing series, Guy Spier, talks about his investment process and specifically how he finds his investment ideas.
In a somewhat different and quite humoristic article, Cliff Asness discuss the ‘cognitive dissonance’ many investors practice daily.
During one of the latest meetings at the Columbia Student Investment Management Association (CSIMA), Bill Nygren discuss the three key features he looks for in his potential investments.
Karen Karniol-Tambour has analysed the benefits of geographic diversification away from the US market and how it can be highly beneficial.
Guy Spier in interviewed on the ‘Richer Wiser Happier’ podcast where he talks about compounding wealth, lessons from Buffett and his stake in Alibaba.
Kurt Kara and the team behind Maj Invest Value Aktier provide a portfolio update in their February 2024 letter.
In a recent interview with TD, Cliff Asness from AQR discuss the past and future of the 60/40 portfolio.
In this interview Guy Spiers talks about his thoughts on Apple and why he did not invest in Apple – even his mentor Warren Buffett did.
In this interview with SumZero, Mohnish Pabrai discuss a number of companies including Meta, the Google versus Microsoft, and TAV Airport
Amy Arnott from Morningstar has recently written an interesting article on the attributes that make a ‘Buffett company’.
Aswath Damodaran, Professor of Finance at New York University, visits the podcast ‘Equity Mates’ to discuss everything valuation.
Guy Spier visits the University of St. Gallen to talks about a number of subjects covery nflation, debt, market trends and geopolitics.
In their latest article, Michael Mauboussin and Dan Callahan analyse the importance of ‘easy money’ for stock returns.
In their recent Q4 2023 letter to shareholders, Thomas Shrager and the Tweedy Browne team review the past quarter and reveal the stocks they have been buying.
Bridgewater analyse the trickers needed for the FED to lower interest rate in the US
Christopher Bloomstran has just published his annual letter to shareholders. It is well worth a visit.
Bill Nygren and colleagues from Oakmark Funds give their assessment of the current stock market and reflect on developments in 2022 and 2023.
In keeping with tradition, Warren Buffett has written an interesting letter to his fellow investors in connection with Berkshire’s annual report.
In this interview, Howard Marks highlights the importance of emotional control and risk tolerance in investing.
In this article, Aswath Damodaran, Professor at NYU, discusses how we as investors can factor in the risk of catastrophic events for the companies we own or are considering adding to our portfolio.
