NYU professor Aswath Damodaran assesses the reasons for the success of ‘The Magnificent Seven’ and provides a valuation of all seven companies.
Christopher Davis and Danton Goei give an update on the past quarter and what changes they have made to the portfolio.
In this short interview on CNBC, Matt McLennan from First Eagle talks about searching for value stocks outside the US and his thoughts on Meta’s new app, Threads.
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.
Christopher Davis, chairman at Davis Advisors, discusses in this interview with Barron’s why bank stocks can be a good buy at this time. Including where they themselves are invested in Capital One, Wells Fargo and BNY Mellon.
In the monthly update for May 2023, Kurt Kara and the other managers give their brief update on the Maj Invest Value Aktier fund. Here they highlight, among other things Meta as one of the bright spots.
British investor Terry Smith, founder of Fundsmith, has not profited from Meta, but still owns the position. In the interview, he discusses the investment case.
