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.
Kurt Kara: We bought Warren Buffett’s Berkshire Hathaway
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By Borsgade
- - Published
In its August update, Kurt Kara and the team behind their Value Stocks fund give an update especially on the US and Chinese economies. There is a particular focus on interest rates in the US and the housing market in China, both of which have given rise to uncertainty in the markets.
In relation to the portfolio, they have sold one company from August and added one:
We chose to sell off the company [Activition Blizzard] as we considered the price potential to be closely fulfilled and Berkshire Hathaway in our opinion had a more attractive business model in the long term.
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Disclaimer of liability
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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