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: We have added these companies to our portfolio
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By Borsgade
- - Published
In their recent Q4 2023 letter to shareholders, Thomas Shrager and the Tweedy Browne team review the past quarter and year – especially for large US tech companies. However, they are positive on international companies especially in the industrial sectors.
While market indexes rebounded rather aggressively during the quarter and for the full year, the advance was quite narrow in certain markets, particularly in the US where the bulk of the return of the S&P 500 was produced by a handful of tech-related companies known as the “Magnificent 7.”
Aside from this group, the average company did not perform nearly as well. 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.
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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
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