Follow the best investors
You don’t have to find new, unique investments to generate a good return. On the contrary, there is a veritable goldmine of knowledge and investment ideas hidden in studying the best investors in the world.
Børsgade we follow a number of ‘investment gurus’. Both Danish investors such as ATP’s Claus Wiinblad and Maj Invest’s Kurt Kara as well as a number of international investors such as Warren Buffett and Seth Klarman.
Study their portfolios and see which companies they buy and sell each quarter. You can find them all under the ‘Portfolios’ menu.
Updated Portfolios
Arman Gokgol-Kline - Ruane Cunniff
Warren Buffett - Berkshire Hathaway
Seth Klarman - Baupost
Guy Spier - Aquamarine
Thomas Gayner - Markel
Claus Wiinblad - ATP Danske Aktier
Kurt Kara - Maj Invest Value Shares
Kasper Lorenzen - PFA Danske Aktier
InvestorNews
Christopher Bloomstran: Letter to shareholders 2023
Christopher Bloomstran has just published his annual letter to shareholders. It is well worth a visit.
Bill Nygren: The best opportunities are in the European stock markets
Bill Nygren and colleagues from Oakmark Funds give their assessment of the current stock market and reflect on developments in 2022 and 2023.
Warren Buffett: Letter to Berkshire shareholders 2023
In keeping with tradition, Warren Buffett has written an interesting letter to his fellow investors in connection with Berkshire’s annual report.
Howard Marks: The biggest mistake investors make
In this interview, Howard Marks highlights the importance of emotional control and risk tolerance in investing.
Aswath Damodaran: How to manage catastrophic risks for corporations
In this article, Aswath Damodaran, Professor at NYU, discusses how we as investors can factor in the risk of catastrophic events for the companies we own or are considering adding to our portfolio.
Bill Ackman: Invest with peace of mind
Bill Ackman explains that we need to accept that high volatility is natural and that we should therefore develop a more hardened approach to investing.
Guy Spier: Methods for connecting ideas
Guy Spier talks about the concept of writing to yourself, reading slowly and investment concepts such as sample sizes.
Howard Marks: Few investors will implement my investment secrets
Howard Marks explains that while he gives away many of his investment secrets, few investors will be able to implement them.
Latest articles
Coloplast analysis: Robust business model with potential
In-depth analysis on Coloplast to inspire others who want to see a full valuation a la Aswath Damodaran or are considering investing in Coloplast.
How ATP invests heading into the second half of 2023
ATP has just released their half-year report for 2023. We dive into the numbers and look at the changes that have been made from the end
Tweedy Browne acquires new companies to the portfolio
Tweedy Browne’s latest portfolio update for Q2 2023 shows new acquisitions in customer service, IT infrastructure and game development
New functionality: which sectors are ATP and PFA invested in?
See which sectors investors are buying into and selling out of and in which sectors they are most concentrated.
Seth Klarman finds value in the payments industry
Seth Klarman makes a number of major changes to the portfolio in Q1 2023, including continued acquisitions of FIS and Alphabet.
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Børsgade investment philosophy
There are countless ways to invest and correspondingly many aspects that are important to keep in mind if investments are to be successful. We have compiled the most important principles for the long-term investor who wants to co-own excellent companies.
Sparring for your investment journey
If you have limited experience with stock investing or need input into your existing portfolio, you have come to the right place. Below the menu Learning you will find the most important topics that will help you further on your investment journey.
If you need personalized feedback or want to take your portfolio to the next level, I offer coaching sessions tailored to your specific needs.
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