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.
Category: InvestorNews
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.
Howard Marks: The market is undergoing a fundamental transformation
Borsgade
April 16, 2023
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.
Charlie Munger: Singleton Prize for CEO Excellence
Borsgade
April 13, 2023
Rare interview between Berkshire’s Todd Combs and Charlie Munger from 19/4-2022 (sound quality is not optimal on the recording).
Bill Ackman: 2022 letter to shareholders
Borsgade
April 12, 2023
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: On investing in Japanese companies
Borsgade
April 12, 2023
Warren Buffett shares his thoughts on why he invested in the big 5 Japanese conglomerates and the opportunities for investing in Japan.
Warren Buffett: Reflections on the banking crisis and the risk to depositors
Borsgade
April 12, 2023
Buffett shares his thoughts on the banking crisis to CNBC.
Bill Nygren: Oakmark Select Fund Q1 2023 comment
Borsgade
April 10, 2023
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: There is a lack of rational thinking in the investment world
Borsgade
April 10, 2023
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: On Buffett’s latest letter to shareholders and “Circle the Wagons”
Borsgade
April 9, 2023
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.
Thomas Gayner: How to succeed in business, investing and life
Borsgade
April 6, 2023
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.
First Eagle: Will the recent banking collapses in the US cause more financial systems to crack?
Borsgade
April 6, 2023
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: the evolution of e-commerce and where the industry is heading
Borsgade
April 6, 2023
Poland Capital gives their assessment of e-commerce after the major fluctuations in the industry during the corona pandemic.
Ray Dalio: What we have learned from the recent ‘Bank Run’
Borsgade
April 5, 2023
Ray Dalio from Bridgewater looks at the key learnings from the banking crisis, zooms in on the underlying elements of the recent bank run and discusses the implications for the banking system and monetary policy.
Aswath Damodaran: Reflections on the recent banking collapse
Borsgade
April 3, 2023
In an interview with India Today, Professor Damodaran gives his perspectives on the growing banking crisis and inflation, as well as his assessment of the Indian economy.
Nykredit: How the banking turmoil affects the interest rate on your mortgage
Borsgade
March 29, 2023