Aswath Damodaran: Globalization Backlash
April 1, 2025
In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
Bill Ackman: My Formula for Investing in Great Companies
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By Borsgade
- - Published
Julia La Roche is visited by investor and Portfolio Manager Bill Ackman from Pershing Square, where they discuss, among other things, his simple formula for investing in excellent companies.
Here, Ackman unveils his “Commandments” in reference to Moses’ Ten Commandments. Just in the investment world. After elaborating on it, he sums them up as follows:
So, the short version of the principles are, own the best, super-durable growth companies you can find with conservative balance sheets. Buy them at attractive prices, and use our influence to make sure they’re managed and governed correctly. That’s it. It’s pretty simple. Stay away from shorting stocks, avoid commodity-sensitive industries, and you do great.
Investing is very simple. Where there’s a part of investing that’s quite simple. Just buy great businesses and own them as long as possible.
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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.
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