Bill Nygren: Investing without a catalyst
In a recent interview, Bill Nygren from Oakmark reflects on his 40-year investment career, highlighting the significance of both financial metrics and management quality in selecting companies.
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Kurt Kara and the team behind Maj Invest Value Aktier provide an update on the portfolio in their January 2024 update.
About the portfolio they write, among other things:
In January, we sold Japanese Tokyo Electron completely out of the portfolio […]. Likewise, we sold American eBay, which continued to disappoint on an operational level. Instead, we bought a position in AutoZone after a drop in the share price, seeing the opportunity for a higher return on capital relative to eBay despite a higher P/E multiple at the time of purchase.
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