The recent rise in interest rates has made Danish mortgage bonds more interesting for investors. Nykredit gives their assessment of investing in Danish mortgage bonds.
Extensive interview with Guy Spier, who talks about his major investments in China and India, his discussion with Buffett on the use of debt and much more.
First Eagle gives their assessment of the last week’s banking crash in the US and how they are investing in the current market.
Nykredit assesses the interest rate hike from the European Central Bank, including: “Eurozone: ECB delivers 50bp but signals increased cautionA “large majority” of the Governing Council supported a 50bp increase
Bill Nygren from Oakmark gives his assessment of the current banking situation in the US and his assessment of Bank of America.
Howard Marks on the market situation and reflections from his latest memos
Mohnish Pabrai discusses a number of interesting topics in this interview with SumZero, including Ferrari, Brookfield, Alibaba vs. Tencent and Microsoft vs. Apple.
Bill Hench, head of the First Eagle small-cap fund, talks about their approach and offers concrete investment ideas.
Howard Marks, co-chairman at Oaktree Capital Management and Ida Liu, global head at Citi Private Bank discuss the recent significant shifts in investment trends.
Bill Nygren from Oakmark discusses their investment approach and current investment opportunities, including the banking sector.
British investor Terry Smith, founder of Fundsmith, has not profited from Meta, but still owns the position. In the interview, he discusses the investment case.
Interesting interview with Tomas Gaynor, Markel CEO, on everything from specific investments, investment style and his love of The Big Lebowski.
Read Christopher Davis’ review of the past year and an analysis of selected stocks in their portfolio, including Meta, Applied Materials and Berkshire Hathaway.
Berkshire Hathaway’s 2022 annual report is out and so is the annual letter to shareholders, which is the first part of the report.
A very comprehensive annual report from Christopher Bloomstran’s foundation, Semper Augustus. Here, Bloomstran really goes in-depth on a wide range of topics, not least Berkshire Hathaway.
