Investor News
- By Borsgade
In his latest article, Michael Mauboussin examines the demographics of public companies in the U.S., including how many are born, how long they live, why they die, and the returns they deliver to shareholders.
- By Borsgade
In this interview, Guy Spier explains that in a randomly selected portfolio held over a long period, most returns come from a few big winners, while many stocks do little or lose value.
- By Borsgade
In their recent article, the team at Bridgewater analyzes the exceptional performance of US equities over the past decade, breaking down the key drivers of outperformance and discussing the outlook for continued success.
- By Borsgade
In this research article, Michael Mauboussin analyzes the concept of market share. In essence, he argues that market share is an important but insufficient gauge of competitive advantage.
- By Borsgade
On this CNBC interview, David Tepper, Appaloosa Management founder and president, discuss his thoughts a number of topics, not least his bets on the Chinese market and where he's finding opportunities.
- By Borsgade
In this with NYU professor Aswath Damodaran, Aswath shares his unique perspectives on several interesting investment topics, blending academic rigor with practical insights. He also offers his advice for the average investor, emphasizing the importance of focusing on preserving and growing wealth rather than chasing outsized returns.
- By Borsgade
In this interview with Bloomberg, Cliff Asness from AQR discusses how market inefficiencies are becoming more pronounced and persistent over time.
- By Borsgade
In this article, Howard Marks argues that while well-intentioned, most government interventions in the economy that contradict fundamental economic principles are doomed to fail and policymakers should respect rather than attempt to repeal the basic laws of economics. The free market, even with its flaws, has the best track record of producing prosperity.
- By Borsgade
In this interview, Bill Nygren from Harris Associates, explains his quite unconventional approach to value investing. Despite being a value investor, his portfolio has recently included tech giants like Netflix, Amazon, Meta, and Alphabet (his largest position). Bill shares his highly effective approach to value investing and the various strategies.
- By Borsgade
In this article and video, NYU professor Aswath Damodaran makes the data-driven case that the Federal Reserve's influence over interest rates, the economy, and financial markets is far more limited than conventional wisdom suggests.