In his Pershing Square 2024 Interim Report, Bill Ackman discusses the current stock market environment, noting that a significant portion of market capitalization is now held by permanent owners such as index funds.
In keeping with tradition, Warren Buffett has written an interesting letter to his fellow investors in connection with Berkshire’s annual report.
Howard Marks provides an update on his thoughts on a “Sea Change” in the economy and markets.
Kurt Kara and the team from Maj Invest give an update on the market and unveil a new company in the portfolio.
Kurt Kara and the team provide an update on the macroeconomic situation in the US and unveil a new position for the portfolio.
Thomas Shrager and Tweedy give an update on the stock market, their portfolios and share their reflections on selected positions.
Davis Funds has just released their Q3 2023 letter to shareholders, identifying the most interesting sectors.
Thomas Shrager and Tweedy give an update on the stock market, their portfolios and share their reflections on selected positions.
