Thomas Shrager and Tweedy give an update on the stock market, their portfolios and share their reflections on selected positions.
Guy Spier talks about his experiences and challenges with Fear Of Missing Out (FOMO) in the lead up to and during Covid-19.
In this 2019 presentation, Howard Marks, Oaktree CIO, brings together many of his key points about investing.
The various chief strategists at Nykredit give their overall assessment of the market and the main stories of the summer.
Tweedy Browne’s latest portfolio update for Q2 2023 shows new acquisitions in customer service, IT infrastructure and game development
In his latest letter to shareholders, Kurt Kara focuses on the continued rise in interest rates in the US and Europe, which are at their highest level in over 20 years.
First Eagle provides their assessment of the market here 2Q 2023 and sees opportunities in international markets.
In this podcast, Aswath Damodaran talks about the art of keeping our stock analysis simple – but not too simple.
The team at Tweedy Brown share their assessment of the market both currently and in the long term, as well as the drivers behind the development.
Daniel Loeb of Third Point expects a mild recession, and one of the primary drivers of growth, according to Loeb, is the widespread adoption and development of artificial intelligence (AI).
Aswath Damodaran analyzes the country-specific risks of investing across the globe and gives each country a “country risk premium”.
In a dialog with the students of INSEAD’s Investment Management Club, Howard Marks answers questions about his investment philosophy, the market right now and much more.
Aswath Damodaran analyzes the development of the stock market over the past six months and what it tells us about where we are today.
In an interview on Capital Allocaters, Seth Klarman from Baupost talks about his investment process and why his approach is opportunistic and value-based.
Mario Gabelli, CEO of GAMCO Investors, recently attended a conference at Columbia Business School where he talks about how markets have evolved over the years, the art of fundamental analysis and his advice for new investors.
During his interview with Grant’s Current Yield Podcast, Seth Klarman shares his views on risk. Klarman sees a tendency for the market to view risk as a positive and for risk management to lose its prominence.
In this short interview on CNBC, Matt McLennan from First Eagle talks about searching for value stocks outside the US and his thoughts on Meta’s new app, Threads.
Thomas Gayner, Markel’s CEO, recently attended the annual Ben Graham conference, where he explains why you should never be in a hurry to sell a position.
In the monthly update for June 2023, Kurt Kara and the other managers give their short update on the Maj Invest Value Aktier fund.
Kurt Kara and the other portfolio managers give an update on the different portfolios in Maj Invest, including the Value Aktier fund.
In his latest memo from Howard Marks, he outlines the seven ways you as an investor can take the temperature of the market.
Seth Klarman, CEO of Baupost, usually stays out of the spotlight. But the other day, he was a guest on CNBC for the new edition of Benjamin Graham’s Security Analysis, which he has been responsible for updating.
In this short interview, Guy Spier shares the story of one of the biggest mistakes of his career – his sale of Laboritories Corporation of America, or simply LabCorp. A company that after his sale ended up increasing 100x his cost price.
Bill Nygren, Oakmark Funds CIO, talks about their investment in tech companies over the past year. These are not companies that would normally fall into the classic value category, but Nygren explains why these companies suddenly became relevant and how they valued the companies.
