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Borsgade
Polen Capital’s Portfolio Manager, Dan Davidowitz, covers the factors that impacted the Focus Growth Portfolio in the first quarter. He shares thoughts on top portfolio contributors and detractors, geopolitical issues, and why the team is optimistic.
You can read the Q1 2024 commentary here and see a ‘fireside chat’ covering many of the positions in the link below.
Airbnb is a great business model, according to our research, due to its two-sided global network effects.
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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
In this interview with our Norwegian friends over at Norges Bank, Stanley Druckenmiller explains how he learned to bet (really) big when the odds are heavily in your favor and how he is using a strategy of invest and investigate. Both inspired by his old colleague George Soros.
In this interview, Mohnish Pabrai outlines his full investment strategy, emphasizing the importance of staying within his “circle of competence” and drawing lessons from seasoned investors.
In a recent interview, Howard Marks argues that economic forecasting offers little value to investors. He notes that even top investors like Warren Buffett steer clear of relying on economic or market predictions when making decisions.
In his latest article, NYU professor Aswath Damodaran explores the common challenges faced by three types of entities that have access to assured funding: corporate venture capital, sovereign wealth funds, and green energy investments.
