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.
In this interview with Money Maze, Ray Dalio from Bridgewater talks about some of his biggest mistakes and what they taught him.
Guy Spier talks about a number of his investments, including why he wants to invest in Chinese companies but not Turkish ones.
NYU professor Aswath Damodaran discusses a range of investment topics, including Damodaran’s personal investment in Nvidia.
Mohnish Pabrai is interviewed by Havard Business School where they discuss a wide range of investment topics.
Christopher Davis and Danton Goei give an update on the past quarter and what changes they have made to the portfolio.
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 follows up on his much discussed and debated memo “Sea Change”.
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 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.
A few days before the IPO of Birkenstock Holding plc, Professor Damodaran wrote a blog post with his valuation of the company.
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 talks about his personal investment journey with seed funds from his family and why greed can be a necessary tricker towards something better.
Berkshire Hathaway Investment Manager Todd Combs talks about the different tactics to grow your savings over the next decades.
Bill Nygren from Oakmark assesses which companies are the most interesting in 2023
In his September 2023 update, Kurt Kara and the team behind the Value Stocks fund provide an update on the US and European economy in particular.
Cliff Asness and his colleagues at AQR analyze the opportunities and challenges of investing based on quantitative factors.
In an interview with Bloomberg, Howard Marks talks about his expectations for interest rates and the psychological aspects of investing.
Ray Dalio of Bridgewater discusses cash as a relatively attractive asset class at present.
Michael Mauboussin has just published a comprehensive analysis of the business lifecycle and the characteristics of each period.
Founder of GMO Asset Management, Jeremy Grantham discusses a range of topics such as his title of “Bubble Historian”, inflation, modern valuation, Tesla, real estate and impact investing.
Bridgewater’s Ray Dalio delves into the current situation in China and the implications for the rest of the world and stock markets.
AQR has conducted an empirical analysis of the consequences of interest rates stabilizing at a higher level than they have been for many years.
Matthew McLennan and his colleagues give their assessment of the current market. Here they zoom in on small cap investing and investing in credit.
Tom Gayner discusses a number of interesting topics, including how we as investors can improve our decision-making process by using probabilities and the benefits of dollar cost averaging.
