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.
Christopher Davis: Investing with great conviction Borsgade February 2, 2024 In this interview, Christopher Davis explains his process for analyzing companies and his owner-earnings based approach that led him to companies like Amazon when many value investors avoided them.