Monish Pabrai: Google versus Microsoft
Borsgade
March 22, 2024
In this interview with SumZero, Mohnish Pabrai discuss a number of companies including Meta, the Google versus Microsoft, and TAV Airport
Category: Alphabet
Aswath Damodaran: Valuation of the magnificent seven
Borsgade
February 15, 2024
NYU professor Aswath Damodaran assesses the reasons for the success of ‘The Magnificent Seven’ and provides a valuation of all seven companies.
Bill Ackman: 2024 Investor presentation
Borsgade
February 15, 2024
In his annual presentation to shareholders, Bill Ackman gives an overview of the fund, the investment strategy and the companies in the portfolio.
Christopher Davis: Q3 2023 Letter to shareholders
Borsgade
October 27, 2023
Christopher Davis and Danton Goei give an update on the past quarter and what changes they have made to the portfolio.
Bill Ackman: 2023 letter to shareholders – expect higher interest rates
Borsgade
September 1, 2023
Bill Ackman, CIO of Pershin Square Holdings, gives his assessment of the past and current market in his annual letter to shareholders.
Arman Gokgol-Kline: How we view our investment in Alphabet, Meta and Netflix
Borsgade
June 20, 2023
Back in May, Ruane, Cunniff & Goldfarb held their annual Investor Day. They have now been kind enough to post a transcript of the meeting and presentation on their website, so those of us who are not investors can still follow their thoughts and assessment of companies.
Bill Nygren: Why Alphabet is still a good case
Borsgade
June 9, 2023
In an interview with Morningstar, Bill Nygren, Portfolio Manager of the Oakmark Select Fund since 1996, talks about First Eagle’s investment process and reviews five of their investments, including Alphabet.
Seth Klarman finds value in the payments industry
Peter Stæhr
May 22, 2023
Seth Klarman makes a number of major changes to the portfolio in Q1 2023, including continued acquisitions of FIS and Alphabet.
Sequoia: Why we have changed our positions in Netflix, Meta, Netflix and Disney
Peter Stæhr
February 16, 2023
In Sequoia’s Q4 2022 update, Arman Gokgol-Kline, Partner and member of their Investment Committee, gives his assessment of several interesting companies in their portfolio. The discussion has a particular focus