By
Borsgade
In the latest interview with Everything Money, Aswath Damodaran talks about the art of keeping investing simple, but not too simple. Damodaran argues that we as investors should only add details to our analysis of companies when they are actually needed to make an informed decision. Something that can be quite challenging in a world almost drowned in information.
Especially as [Investors] get more technically proficient, the more access they have to data, it’s easy to get drowned in the details and lose perspective. So you constantly have to step back and say, “Does it make sense for me to add that layer of detail? Does it make me a better investor, or am I just doing this because it makes me feel better?” A lot of this is psychological.
You feel like you’re in control when you have a lot of data and you do more work, but sometimes you’ve got to let that need for control go and say, “Look, this isn’t helping me as an investor. It’s making me feel more secure, more confident, but it’s really doing nothing for my investing.”
Share the news
The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.
Readers are advised that investing may involve a risk of loss that cannot be determined in advance, and that past performance and price development cannot be used as a reliable indicator of future performance and price development. For further information please contact info@borsgade.dk
In his 2025 Annual Investor Presentation, Bill Ackman provides his view on Pershing Square Holdings (PSH) strategic roadmap. Bill also shares his in depth thoughts on the portfolio and key business developments in the companies he owns such as Nike, Brookfield and Uber.
In this interview, British investing icon Terry Smith, the manager of the UK’s largest stock fund Fundsmith, shares his lessons after a lifetime of investing. Terry delves into the skills, personality traits, and principles that propelled him from humble beginnings to the top of the investing world.
In his recent article, NYU professor Aswath Damodaran discusses the disruptive entry of DeepSeek, a Chinese AI company, into the artificial intelligence (AI) landscape and its implications for the broader AI narrative.
In this article, AQR assess the assumption built into today’s market and what that likely will mean for forward returns. These insights aim to guide investors in setting realistic medium-term (5-10 years) expectations while emphasizing the importance of valuation discipline and diversification in navigating compressed risk premia across asset classes.
