Category: InvestorNews
Thomas Gayner: Markel Omaha Brunch 2023
Borsgade
May 30, 2023
As a tradition, Thomas Gayner and the rest of Markel attend the Berkshire Hathaway Annual Meeting in Omaha. With so many like-minded investors, they’ve started a tradition of hosting a brunch for their own investors.
First Eagle: Perspectives from First Eagle’s global value team
Borsgade
May 30, 2023
Matthew McLennan of First Eagle gives his assessment of the structural challenges facing the US economy – beyond the current debt ceiling challenge. In addition, they discuss the real estate market and risk management in the event of an economic crisis.
Nykredit: Electrification is a strong investment trend in Europe
Borsgade
May 30, 2023
A major transformation of the automotive sector and a paradigm shift in home heating make electrification a strong investment trend in Europe. Nykredit Asset Management zooms in on electrification and gives its assessment of the sector.
Guy Spier: I analyze the companies Warren Buffett buys
Borsgade
May 30, 2023
In this investor article, Guy Spier talks about a number of interesting topics – investing in Tesla versus BYD, geopolitical risk in China and learning from other great investors.
Aswath Damodaran: Inflation, Share Buybacks & Sustainable Investing
Borsgade
May 22, 2023
Aswath Damodaran, a professor at NY University, talks to Morningstar about a number of interesting topics, not least valuation, which is his specialty.
“Valuing a company is understanding the business. Understanding a business is not going through a financial statement and computing ratios. It’s figuring out what makes a business tick.”
Tweedy Brown: Q1 2023 comments
Borsgade
May 12, 2023
Thomas Shrager and colleagues at Tweedy Browne provide their assessment of the current market in their 1st Quarter 2023 Commentary.
Mohnish Pabrai: The power of compound interest and Constellation Software’s mousetrap
Borsgade
May 12, 2023
In the run-up to Berkshire’s annual meeting, Danish Stig Brodersen has a discussion with investor Mohnish Pabrai. Here, Pabrai shares his views on Alibaba, Constellation Software, Reysas Logistics and Shinoken
Aswath Damodaran: The ups and downs of investing in banks
Borsgade
May 12, 2023
Professor Aswath Damodaran from NY University reviews his model for bank valuation, which in the wake of the banking crisis is all the more relevant for investors in US as well as Danish banks.
Mario Gabelli: Disney, Warren Buffett and Bank shares
Borsgade
May 12, 2023
CNBC interview with Mario Gabelli, founder and CEO of GAMCO, who shares his current thoughts on the streaming industry, Berkshire’s annual meeting and the banking industry.
Cliff Asness: International diversification is still attractive
Borsgade
May 12, 2023
Founder and Chief Investment Officer at AQR, Cliff Asness, shares his views on international diversification. “International diversification has hurt US-based investors for over 30 years, but the long-run case for it remains relevant. We show that both financial theory and common sense favor international diversification, buttressed by empirical supportive evidence.”
Aswath Damodaran: we should expect more dominoes to fall as a result of the US banking crisis
Borsgade
May 8, 2023
Professor Aswath Damodaran gives his assessment of the current banking crisis in the US, including whether we can expect more dominoes to fall.
First Eagle: Q1 2023 Market Overview
Borsgade
May 5, 2023
Portfolio Manager Matthew McLennan and First Eagle share their views on the current market:
Howard Marks: Reflections on Financial Markets Distress in the US
Borsgade
May 5, 2023
In a keynote at Georgetown University’s McDonough School of Business, Howard Marks shares his views on the US economy and debt situation.
Ray Dalio – How to prepare for the changing world order
Borsgade
May 5, 2023
Ray Dalio, founder of Bridgewater Associates, reflects on a number of interesting topics in this interview: the threat of China, population growth, the geopolitical situation and advice for the younger generation.
Stanley Druckenmiller: Investing during geopolitical turmoil
Borsgade
May 5, 2023
Stanley Druckenmiller shares his thoughts on investing in the current geopolitical situation. Of particular interest to us in the Nordics, as he is attending the Norges Bank Investment Management Annual Investment Conference April 2023.
Todd Combs: Berkshire’s Portfolio Manager shares his learnings from Buffett and Munger
Borsgade
May 5, 2023
Interview with one of Berkshire Hathaway’s two Portfolio Managers, Todd Combs. Combs talks about the experience of joining Berkshire Hathaway and working with Buffett and Munger.
May Invest: Quarterly News Q1 2023
Borsgade
April 28, 2023
Kurt Kara and the other portfolio managers give an update on the different portfolios in Maj Invest, including the Value Aktier fund.
Mohnish Pabrai: Investing in stocks that don’t make sense
Borsgade
April 28, 2023
Investor Mohnish Pabrai talks about growing up in India, his shift from investing in the tech sector to deep value in the run-up to the dotcom bubble in 1999 and how he used Benjamin Graham’s “mathematical games”.
Peter Lynch: ‘The sucker’s going up’ is not a good reason to buy a stock
Borsgade
April 28, 2023
Short CNBC interview with one of the legends of the investment world, Peter Lynch. Here Lynch gives his assessment of whether it is still possible for investors to find companies based on their own experience as a consumer, the current situation in the banking sector and much more.
Peter Lynch: ‘The sucker’s going up’ is not a good reason to buy a stock
Borsgade
April 28, 2023
Short CNBC interview with one of the legends of the investment world, Peter Lynch. Here Lynch gives his assessment of whether it is still possible for investors to find companies based on their own experience as a consumer, the current situation in the banking sector and much more.
Christopher Bloomstran: Berkshire’s Win-Win-Win Business Strategy
Borsgade
April 28, 2023
There are few people in the world who know Warren Buffett’s company, Berkshire Hathaway, better than investor Cristopher Bloomstran. In this interview facilitated by Patrick O’Shaughnessy, he discusses Berkshire’s business, asset allocation, investing in the energy sector and the future of Berkshire.
Guy Spier: Make your investment mistakes as early as possible
Borsgade
April 27, 2023
Investor Guy Spier reflects on many of the psychological aspects of stock investing, how he overlooked investing in Apple and shares his most important investment advice for the average investor.
Mohnish Pabrai: On investing in Turkish companies, Ferrari and the US oil sector
Borsgade
April 18, 2023
In this Q&A session with University of Texas students (28/2-23), Mohnish Pabrai discusses a range of topics including specific investments in Reysas, TAV airports and Ferrari and shares his thoughts on Warren Buffett’s investment in the oil sector and Occidental Petroleum.
Howard Marks: My learning from the Silicon Valley Bank episode
Borsgade
April 17, 2023
In his latest memo, Howard Marks reflects on the failure of Silicon Valley Bank and the impact it has on the banking industry in general.