Aswath Damodaran: Globalization Backlash
April 1, 2025
In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
Thomas Shrager: Q4 2023 Update For Tweedy International Value
-
By Borsgade
- - Published
Thomas Shrager and colleagues at Tweedy, Browne provide an update on the stock market, their portfolios and share their reflections on selected positions.
Non-US equity markets, as represented by the MSCI EAFE Index, had broader participation, and performed quite well and have slowly been gaining ground on US equity markets. We are encouraged by this improvement in the performance of international equities and have continued to uncover new opportunities at home and abroad, particularly in smaller and medium capitalization industrial companies. […]
We still believe we are in the midst of a material shift in markets largely driven by stubbornly persistent inflation and interest rates, which we think will likely normalize over time at levels well beyond the zero bound of the last decade plus. As we have contended in numerous commentaries over the last couple of years, in such an environment, we believe price matters again […].
Share the news
Disclaimer of liability
The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.
Readers are advised that investing may involve a risk of loss that cannot be determined in advance, and that past performance and price development cannot be used as a reliable indicator of future performance and price development. For further information please contact info@borsgade.dk
You might also find this interesting:
Bill Nygren: A Modern Approach To Value Investing
March 28, 2025
In this interview, Bill Nygren reflects on his career mistakes and lessons learned. These insights highlight the importance of balancing conviction with caution in investing and the need for value investors to adapt their strategies to include companies with significant intangible assets.
Howard Marks: Value matters more than quality
March 28, 2025
In this interview, Howard Marks shares his investment philosophy and lessons learned over his 55-year career, including contrarian investing, value versus quality and the inevitable market cycles.
Mohnish Pabrai: The Boom-Bust Mental Model
March 28, 2025
In this interview at the 2025 MOI Global, Mohnish Pabrai shares insights on his investment philosophy and current market perspectives. The conversation covers various industries and investment approaches, with particular focus on cyclical businesses and special situations.