Investor News
- Udgivet
- Skrevet af Børsgade
Karen Karniol-Tambour shares her thoughts on the 2024 macro outlook, touching on where to find geographic diversification, how we’re approaching geopolitical risk, the impact of AI on inflation, and more.
- Udgivet
- Skrevet af Børsgade
Cliff Asness discusses his struggle with emotional responses to market fluctuations despite his long-term investment philosophy.
- Udgivet
- Skrevet af Børsgade
In his latest memo, Howard Marks explains that debt is used to increase capital efficiency because debt is generally cheaper than equity, allowing greater asset ownership and potential profits when
- Udgivet
- Skrevet af Børsgade
In this fireside chat at USB, Bill Ackman discusses the value of understanding the predictable nature of businesses, akin to bonds with varying coupons and no fixed maturity, emphasizing the
- Udgivet
- Skrevet af Børsgade
Tom Gayner and his Markel colleagues had over 2,500 people attending (large brunch!) discussing the Markel business and investment philosophy.
- Udgivet
- Skrevet af Børsgade
Todd Combs from Berkshire Hathaway' pay tribute to Charlie Munger. Todd shares personal anecdotes and insights into Munger's profound influence on the investment world and his unique approach to life
- Udgivet
- Skrevet af Børsgade
Guy Spier hosts the VALUEx conference 'Berkshire edition' - An opportunity to hear from people who have been life-long students of Warren, Charlie, and the Berkshire Hathaway system.
- Udgivet
- Skrevet af Børsgade
In this interview with MIT’s Brass Rat Investments, Mohnish Pabrai explains why young people have a distinct advantage in identifying emerging trends and investment opportunities due to their proximity to
- Udgivet
- Skrevet af Børsgade
Berkshire's 2024 Annual Meeting is finally here. Buffett discuss investing, portfolio companies, his trimming of Apple, economic outlook, life and much more.
- Udgivet
- Skrevet af Børsgade
Sessions from Norges Banks 2024 Investment Conference have been made available, with many of world’s most interesting thinkers and investors.