Howard Marks: Few investors will implement my investment secrets
Borsgade
February 26, 2024
Howard Marks explains that while he gives away many of his investment secrets, few investors will be able to implement them.
Category: InvestorNews
Mohnish Pabrai: Q&A at london school of economics jan. 2024
Borsgade
February 26, 2024
Mohnish Pabrais visits the London School of Economics where they discuss a wide range of topics from Seinfeld to Ferrari.
Christopher Davis: 2024 Annual review – The most interesting companies and sectors going forward
Borsgade
February 23, 2024
Davis Funds has just published their “Annual Review 2024” letter to shareholders, where they review the sectors and companies they believe have the greatest potential in 2024
ATP: Reasonable result for 2023 and a look towards 2024
Borsgade
February 23, 2024
ATP’s management team dives into the financial figures for 2023 and shares their assessment and expectations for the investment year 2024.
Kasper Lorenzen: Looking back at 2023 and looking forward to 2024
Borsgade
February 23, 2024
PFA’s Chief Investment Officer, Kasper Lorenzen, looks back on 2023 and looks positively at the opportunities in the coming year.
Thomas Shrager: Q4 2023 Update For Tweedy International Value
Borsgade
February 23, 2024
Thomas Shrager and colleagues at Tweedy, Browne provide an update on their portfolio and reflections on selected positions.
Mohnish Pabrai: Build a munger mindset
Borsgade
February 23, 2024
In an interview with Morningstar India, Mohnish Pabrai discusses Charlie Munger’s philosophy of focusing on continuous improvement and not dwelling on past performance.
Aswath Damodaran: Valuation of the magnificent seven
Borsgade
February 15, 2024
NYU professor Aswath Damodaran assesses the reasons for the success of ‘The Magnificent Seven’ and provides a valuation of all seven companies.
Arman Gokgol-Kline: 2023 in review and new position in this UK company
Borsgade
February 15, 2024
Arman Gokgol-Kline and the investment team from Ruane Cunniff discuss their investment performance for 2023 and provide an update on Rolls Royce, Charles Schwab and a new position at Ashtead.
Bill Ackman: 2024 Investor presentation
Borsgade
February 15, 2024
In his annual presentation to shareholders, Bill Ackman gives an overview of the fund, the investment strategy and the companies in the portfolio.
Kurt Kara: Two companies sold and one new one added to the portfolio
Borsgade
February 15, 2024
Kurt Kara and the team behind Maj Invest Value Aktier provide an update on the portfolio in their January 2024 update.
Michael Mauboussin: Where do we find higher returns and what drives them?
Borsgade
February 7, 2024
Counterpoint’s Michael Mauboussin has just released a new report reviewing five areas of micro and macroeconomics that drive increased returns.
Matthew McLennan: Opportunities in a challenging stock market
Borsgade
February 6, 2024
In this interview with Wealthtrack, Matthew McLennan of First Eagle discusses the risks facing the markets.
AQR: Our return expectations for the next 5-10 years
Borsgade
February 5, 2024
In this article, AQR (Cliff Asness’ investment firm) updates their estimates of expected returns over the medium term (5 to 10 years) for major asset classes.
Thomas Gayner: My learning from Charlie Munger
Borsgade
February 5, 2024
In the latest episode of The Knowledge Project, Shane Parrish sits down for an extensive interview with Tom Gayner, CEO of Markel and longtime friend and disciple of Charlie Munger.
Michael Mauboussin: How stress affects your investment decisions
Borsgade
February 5, 2024
In an interview with Morgan Stanley, Michael Mauboussin talks about a number of ways to remove emotion from investment decisions.
Mohnish Pabrai: University tour Q4 2023
Borsgade
February 2, 2024
At the end of 2023, Mohnish Pabrai visited a number of universities where he discussed investing in Japanese companies and how to assess a company’s management.
Bill Nygren: Looking for the next value stock
Borsgade
February 2, 2024
Bill Nygren explains why it’s important to buy a stock at a discount to its intrinsic business value.
Christopher Davis: Investing with great conviction
Borsgade
February 2, 2024
In this interview, Christopher Davis explains his process for analyzing companies and his owner-earnings based approach that led him to companies like Amazon when many value investors avoided them.
Howard Marks: The importance of a ‘natural’ interest rate
Borsgade
February 2, 2024
In an interview with Onde Investir, Howard Marks discusses interest rates and the risks associated with them.
Kurt Kara: Out with Intel, in with J&J
Borsgade
January 24, 2024
Kurt Kara and the other portfolio managers give a quarterly update on the different portfolios in Maj Invest, including the Value Aktier fund.
Bridgewater: A realistic view of 2024
Borsgade
January 24, 2024
Ray Dalio warns against being too optimistic about the economy in 2024 and his colleagues provide a full analysis of the economic landscape in 2024.
Cliff Asness: On building a portfolio
Borsgade
January 24, 2024
In this interview, Cliff Asness discusses one of the biggest mistakes investors make: Overanalyzing the individual components of a portfolio instead of focusing on the overall composition.
Aswath Damodaran: This is how important a company’s key people can be
Borsgade
January 12, 2024
Aswath Damodaran discusses the extent to which one person can make a difference in a fundamental valuation of a company.
Mohnish Pabrai: The power of sticking with the best companies
Borsgade
January 12, 2024
Mohnish Pabrai talks about his understanding of risk, the rationale behind cloning as a strategy and why he never went for the insurance model.