Howard Marks and the other portfolio managers give their top-down assessment of the different asset classes. From stocks to corporate debt and real estate.
Mohnish Pabrai discusses a variety of investment issues, including investing in China, crypto and multi-baggers.
In their latest white paper, Polen Capital zooms in on investing in global companies. Here they specifically look at Dutch ASML, French LVMH, Argentinian Mercado Libre and Australian CSL Plasma.
John Nicola, CEO of Nicola Wealth, talks to Howard Marks, Co-founder and Oaktree Co-Chairman about investment strategies and topics such as growth versus value, deep value, interest rates, beta and alpha in the market and how to build a portfolio against the unknown risks in the market.
One of the industries that has seen some headwinds lately is the payments industry. Dan Davidowitz from Poland Capitol zooms in on payments and looks at the dominance of Visa and MasterCard and whether their duopoly can be disrupted.
Chief Economist at Nykredit, Palle Sørensen, takes stock of inflation and gives his assessment of how inflation affects our investments.
Back in May, Ruane, Cunniff & Goldfarb held their annual Investor Day. They have now been kind enough to post a transcript of the meeting and presentation on their website, so those of us who are not investors can still follow their thoughts and assessment of companies.
Warren Buffett’s Berkshire Hathaway has once again bought into the big 5 Japanese conglomerates. This is a further increase of the positions he bought back in 2020 and most recently increased in November 2022.
Danish Carsten Stendevad has been Co-CIO for Sustainability at Bridgewater since 2017. In this interview with Bloomberg, Stendevad explains how Bridgewater builds a sustainable portfolio that works towards net zero.
In an interview with CNBC, Warren Buffett reiterates his recommendation to the “ordinary” investor: Stick to the simple plan of buying the US S&P 500 index through the market’s ups and downs. Then you’ll be fine.
Christopher Davis, chairman at Davis Advisors, discusses in this interview with Barron’s why bank stocks can be a good buy at this time. Including where they themselves are invested in Capital One, Wells Fargo and BNY Mellon.
Joel Greenblatt, Founder and Co-CIO at Gotham Asset Management, discusses a variety of investment topics, including why stocks will typically continue to fall in price after you buy them.
Anthony Scilipoti, CEO of Veritas Investment Research in Canada, offers a number of ideas on why and how we as investors can and should think like ‘Forensic Accountants’.
Nykredit’s Chief Strategist, Klaus Dalsgaard, explains the ‘Holy Trinity’ of the investment world – growth, inflation and interest rates.
Christopher Davis explains why we as investors must accept volatility if we want higher returns than government bonds.
In their June 2023 letter to shareholders, First Eagle provides their assessment of the international markets.
Investing in banks is notoriously difficult and financial companies differ significantly from other sectors. Bill Nygren of Oakmark has decades of experience in valuing and investing in banks, and in this podcast he reviews their investment in First Citizens Bank.
In the monthly update for May 2023, Kurt Kara and the other managers give their brief update on the Maj Invest Value Aktier fund. Here they highlight, among other things Meta as one of the bright spots.
Investor Stanley Druckenmiller explains how AI companies have dominated his long portfolio over the past 5-6 months.
In an interview with Morningstar, Bill Nygren, Portfolio Manager of the Oakmark Select Fund since 1996, talks about First Eagle’s investment process and reviews five of their investments, including Alphabet.
Kim Shannon is Founder and Co-Chief Investment Officer of Sionna Investment Manager, a value-based investment firm based in Toronto, Canada.
Shannon gives an introduction to value investing, how she selects companies for the portfolio and how we can use market history to our advantage.
Howard Marks, Co-Chairman of Oaktree Capital Management was the Keynote Speaker at the Ben Graham Center for Value Investing’s 2023 Value Investing conference in Toronto Canada. Here, Marks shares some of the most important points from his many memos over the years.
Cliff Assness, Founder and CIO at AQR, gives his take on the current market and where value can be found in this interview with Bloomberg. One of the asset classes that could be challenged, according to Asness, is equities.
In this interview with Julia La Roche, Guy Spier talks about his evolution from speculative and greedy Wall Street analyst to long-term and fundamental investor.
If you already know Spier’s story, there are some interesting passages and examples from Warren Buffett’s heavy focus on risk (after 54 minutes).
