Guy Spier visits Mohnish Pabrai (way back…)
Borsgade
January 10, 2024
Guy Spier visits Mohnish Pabrai’s California office (years ago) and discusses a wide range of investment topics.
Pabrai & Li Lu: The legacy of Charlie Munger
Borsgade
December 27, 2023
In the days following Charlie Munger’s death, a number of his closest friends and partners over the years have shared their thoughts and respect. Including his two friends, renowned investors Mohnish Pabrai and Li Lu.
Michael Mauboussin: How to find superstar companies
Borsgade
December 6, 2023
Michael Mauboussin discusses what qualities ‘superstar’ companies possess and how we can find them.
Charlie Munger: A legend is no longer with us
Borsgade
December 6, 2023
We have lost one of the most thoughtful and independent investors the world has ever seen. RIP Charlie Munger – You will be missed.
François Rochon: Owner Earnings are the key to successful investing
Borsgade
December 5, 2023
Canadian value investor François Rochon discusses one of the topics he believes is key to successful investing: Owner earnings.
Cliff Asness: Risk management and alpha in today’s market
Borsgade
November 19, 2023
Cliff Asness from AQR discusses everything from risk management to alpha generation to the benefits of different investment philosophies.
Kurt Kara: Why we bought LVMH for the portfolio
Borsgade
November 19, 2023
Kurt Kara and the team provide an update on the macroeconomic situation in the US and unveil a new position for the portfolio.
Thomas Shrager: Q3 2023 update for Tweedy International Value
Borsgade
November 19, 2023
Thomas Shrager and Tweedy give an update on the stock market, their portfolios and share their reflections on selected positions.
Joel Greenblatt: Investing in companies requires the ability to value them
Borsgade
November 19, 2023
Investor Joel Greenblatt talks about the ability to find companies trading below their fair value and how to effectively mitigate risk when investing.
Howard Marks: Reassess your bond and equity weighting
Borsgade
November 9, 2023
Howard Marks of Oaktree discusses the balance between investing in credit and equities with Bloomberg’s David Ingles.
Aswath Damodaran: Impact investing – Good intentions, perverse results
Borsgade
November 8, 2023
Aswath Damodaran discusses the impact of ESG and Impact investing and tries to address some of the challenges the field faces.
Christopher Davis: Q3 2023 portfolio update
Borsgade
November 8, 2023
Davis Funds has just released their Q3 2023 letter to shareholders, identifying the most interesting sectors.
Charlie Munger: We made a fortune on small, insignificant companies
Borsgade
November 8, 2023
Vice Chairman of Berkshire Hathaway, Chalie Munger, gave a rare interview where he talks about many of his investments and what he has learned from them.
Ray Dalio: Tech & AI implementation at Bridgewater
Borsgade
November 8, 2023
In this interview with Money Maze, Ray Dalio from Bridgewater talks about some of his biggest mistakes and what they taught him.
Guy Spier: Thoughts on China, mining companies and Seritage Growth Properties
Borsgade
November 8, 2023
Guy Spier talks about a number of his investments, including why he wants to invest in Chinese companies but not Turkish ones.
Aswath Damodaran: Cash has a different meaning today
Borsgade
November 8, 2023
NYU professor Aswath Damodaran discusses a range of investment topics, including Damodaran’s personal investment in Nvidia.
Mohnish Pabrai: Don’t use excel
Borsgade
October 27, 2023
Mohnish Pabrai is interviewed by Havard Business School where they discuss a wide range of investment topics.
Christopher Davis: Q3 2023 Letter to shareholders
Borsgade
October 27, 2023
Christopher Davis and Danton Goei give an update on the past quarter and what changes they have made to the portfolio.
Bridgewater: The beginning of the second phase of austerity
Borsgade
October 27, 2023
The three Chief Investment Officers at Bridgewater, Bob Prince, Greg Jensen and Karen Karniol-Tambour, take the temperature of the economy globally and for each geographic region.
Howard Marks: This time it might be different
Borsgade
October 27, 2023
Howard Marks follows up on his much discussed and debated memo “Sea Change”.
Michael Mauboussin: These fundamentals drive our returns
Borsgade
October 27, 2023
Michael Mauboussin delves into the concept and drivers of Total Shareholder Returns, which covers the increase in value of a given share price plus any dividends paid out during the period.
Ray Dalio: How I put together a portfolio
Borsgade
October 21, 2023
Ray Dalio from Bridgewater is interviewed on the podcast Value Investing with Legends, where two almost equally legendary investors and thinkers sit on the other side of the table.
Aswath Damodaran: Birkenstock IPO and the value of intangible assets
Borsgade
October 21, 2023
A few days before the IPO of Birkenstock Holding plc, Professor Damodaran wrote a blog post with his valuation of the company.
Kurt Kara: Q3 2023 – US, China and a single portfolio change
Borsgade
October 21, 2023
Kurt Kara and the other portfolio managers give a quarterly update on the different portfolios in Maj Invest, including the Value Aktier fund.
Guy Spier: Maybe greed is a good thing after all
Borsgade
October 12, 2023
Guy Spier talks about his personal investment journey with seed funds from his family and why greed can be a necessary tricker towards something better.