Aswath Damodaran: Globalization Backlash
April 1, 2025
In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
Joel Greenblatt: Investing in companies requires the ability to value them
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By Borsgade
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Investor Joel Greenblatt was recently interviewed by Satovsky Asset Management. Here he talks about the ability to find companies that trade below their fair value and how to effectively mitigate risk when investing.
Here is an excerpt from the interview:
You don’t have to be right all the time but you have to know how to value businesses because that’s what stocks are, their ownership shares of businesse. […] and the more I know something the less upset I get when things go against me.
Because when you think about it unless you bottom-tick a stock, or fund even, or the stock market, unless you get the exact bottom it’s down after you bought it every time. It’s almost like you never bottom tick so every time you buy something it’s down from where you bought it.
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The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.
Readers are advised that investing may involve a risk of loss that cannot be determined in advance, and that past performance and price development cannot be used as a reliable indicator of future performance and price development. For further information please contact info@borsgade.dk
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