In this video and accompanying article, NYU professor Aswath Damodaran discuss the possibility of the US Department of Justice breaking up the big US tech companies. Other antitrust remedies include operating restraints and regulated monopolies.
In this interview with SumZero, Mohnish Pabrai discuss a number of companies including Meta, the Google versus Microsoft, and TAV Airport
NYU professor Aswath Damodaran assesses the reasons for the success of ‘The Magnificent Seven’ and provides a valuation of all seven companies.
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 and Danton Goei give an update on the past quarter and what changes they have made to the portfolio.
Bill Ackman, CIO of Pershin Square Holdings, gives his assessment of the past and current market in his annual letter to shareholders.
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.
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 makes a number of major changes to the portfolio in Q1 2023, including continued acquisitions of FIS and Alphabet.
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
