Professor Aswath Damodaran discusses the hard truths about investing and discusses the few things that can give an investor their edge.
Portfolio Manager Bill Ackman discusses his simple formula for investing in great companies.
In his latest letter, Howard Marks of Oaktree discusses his view on the ability to beat the market – also known as alpha.
Over the past few weeks, Guy Spier has appeared on a number of different podcasts discussing everything from Buffett to Ferrari and Nvidia
In his August update, Kurt Karaen provides an update on the economic landscape and reveals what they have bought and sold.
Guy Spier stops by the podcast ‘The Compound and Friends’ where they discuss value investing and Berkshire Hathaway after Buffett.
Bill Ackman, CIO of Pershin Square Holdings, gives his assessment of the past and current market in his annual letter to shareholders.
Hedge fund Bridgewater has published an updated analysis of interest rates in the US. Don’t expect lower interest rates anytime soon…
Nykredit’s Chief Portfolio Manager, Hans Kjær, gives his overall analysis of Danish companies after Q2 2023.
PFA’s Group Chief Investment Officer, Kasper A. Lorenzen, talks about PFA’s increased equity exposure in the USA, where technology companies in particular have padded the pension account.
ATP has just released their half-year report for 2023. We dive into the numbers and look at the changes that have been made from the end of 2022 to now six months later.
In this interview with Institutional Investor, Seth Klarman explains that there are parts of the investment ‘bible’, Security Analysis, where he has had to challenge the book’s premises.
Mohnish pabrai recently stopped by Meb Faber’s podcast, which made for an interesting discussion on a variety of topics.
In an interview with the Chinese media ‘Weekly on Stocks’, Mohnish Pabrai talks about his investment considerations in China – including investments in BYD, Moutai and Tencent.
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).
