Professor Aswath Damodaran gives his assessment of the current banking crisis in the US, including whether we can expect more dominoes to fall.
Portfolio Manager Matthew McLennan and First Eagle share their views on the current market:
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, 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 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.
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.
Kurt Kara and the other portfolio managers give an update on the different portfolios in Maj Invest, including the Value Aktier fund.
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”.
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.
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.
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.
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.
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.
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.
In the latest episode of The Investors Podcast, Howard Marks talks about the fundamental change that the new interest rate environment brings to the stock markets. He also shares his thoughts on AI, Bitcoin and investing in Japan and China.
Rare interview between Berkshire’s Todd Combs and Charlie Munger from 19/4-2022 (sound quality is not optimal on the recording).
Pershing Square Holding’s annual report has now been published, including Bill Ackman’s letter to shareholders. It discusses 2022 in review, specific investments and topics such as AI and the impact of geopolitical changes.
Warren Buffett shares his thoughts on why he invested in the big 5 Japanese conglomerates and the opportunities for investing in Japan.
Buffett shares his thoughts on the banking crisis to CNBC.
In its latest Q1 commentary, Oakmark discusses the portfolio and in particular their investment in US banks, especially their new position in the bank Charles Schwab.
Aswath Damodaran, professor at NY University, gives a long and in-depth interview to Bloomberg Radio, where he talks about rationality in the market, Microsoft, Meta and more.
Mohnish Pabrai discusses a range of topics in the Rotman School of Management podcast, including Buffett’s 2022 Shareholder Letter, the “Circle the Wagons” approach to investing, the art of finding an outstanding company and much more.
Tomas Gayner, CEO of Markel, joins the We Study Billionaires podcast to share his reflections on the big and small: Including how he learned to appreciate compound interest, what he takes away from Berkshire Hathaway’s business model and why humor is so important to his approach.
Kimball Brooker, Co-Head Global Value Team, discusses the possibility of multiple outcomes after the banking crisis and how First Eagle hedges against extreme events.
Poland Capital gives their assessment of e-commerce after the major fluctuations in the industry during the corona pandemic.
