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.
Tweedy Browne’s latest portfolio update for Q2 2023 shows new acquisitions in customer service, IT infrastructure and game development
Seth Klarman makes a number of major changes to the portfolio in Q1 2023, including continued acquisitions of FIS and Alphabet.
New and improved portfolios It took some legwork, but all portfolios are now updated in a consistent and expanded format. This means that you can now gain insight into the
The least important thing… In an interview with St. Jame’s Place, Howard Marks of Oaktree talks about his approach to investing. Marks is the author of the excellent book, “The
In his latest letter to shareholders, Oakmark CIO Bill Nygren writes about the difficult situation many investors find themselves in. His starting point is American investors, but the points are
Smart investors will always take money from the less smart In an entertaining interview with the London School of Economics, Ray Dalio explains why it’s possible for investors to beat
The time has come to start buying up In an interview with Interactive Investor, Bill Ackman of Pershing Square Holdings shares his views on the market at the end of
Investor Harward Marks, from Oaktree Capital, speaks with Head of Finance Team in Economic Affairs Department at Chosun Ilbo. The video is half an hour, there is some editing along the way, but there are many interesting reflections on the current market situation, tech companies and crypto.
Zen investor One of the privileges of writing here at Børsgade is that you get to follow the doings of so many talented investors. One of the portfolios that really
Looking at Seth Klarman’s portfolio for the second quarter of 2022, there’s a pretty clear trend: he’s reducing a large number of his positions. These include Alphabet (Google), Intel, Dropbox, Fiserv, Meta, Intel and more than 20 other positions. In other words, the overall picture is that Klarman has taken a more defensive position and is a fairly significant net seller of shares.
After a long period of rather limited activity, Buffett is once again in a shopping mood. The market has taken a nice dive from the top, which has created opportunities. In Buffett’s case, this has resulted in a net purchase of $41.4 billion. USD when offsetting the sale of other shares during the period. It’s the largest single-quarter purchase ever.
Warren Buffett recently gave a rare interview with journalist Charlie Rose, where they cover a wide range of interesting topics such as index investing, why he is so happy when
A sensational sale One of the investment cases that I have previously written positively about on this site is Alibaba. It therefore raised a few eyebrows when the highly competent
As previously described on this site , you don’t have to find new unique investments to generate a good return. On the contrary, there is a true goldmine of knowledge
As previously described on this site, you don’t need to find new unique investments to generate a good return. On the contrary, there is a veritable goldmine of knowledge and
What are the world’s best investors doing right now? You don’t have to find new, unique investments to generate a good return. On the contrary, there is a veritable goldmine
In the latest edition of the Animal Spirits podcast, the two hosts were joined by one of the grand old men of the investment world, Burton Malkiel. Malkiel published the
