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📩 Investorbrev
Oppdag hva de beste investorene og forvalterene mener om markedet og aksjer. FÃ¥ verdifull innsikt du kan bruke i din egen investeringsprosess.
| Fond/investor | Dato | Type | Aksjer nevnt (ticker) | Link |
|---|---|---|---|---|
| Third Point | feb.23 | Q4 2022 | AIG, BBWI, CL, DD, PCG | Les |
| Semper Augustus (Chris Bloomstrand) | feb.23 | Ã…rsrapport 2022 | OL | Les |
| Howard Marks | feb.23 | Markedskommentar | Les | |
| Warren Buffett | feb.23 | Ã…rsrapport 2022 | Les | |
| Right Tail Capital | jan.23 | Q4 2022 | ROST | Les |
| Sequoia Fund | jan.23 | Q4 2022 | SCHW, FWONA, UNH, UMG, ICE | Les |
| East 72 | jan.23 | Q4 2022 | Les | |
| Tweedy, Brown | jan.23 | Q4 2022 | Les | |
| Fundsmith Equity Fund (Terry Smith) | jan.23 | Ã…rsrapport 2022 | Les | |
| Rowan Street Capital | jan.23 | Ã…rsrapport 2022 | Les | |
| East 72 | okt.22 | Q3 2022 | Les | |
| Tweedy, Brown | okt.22 | Q3 2022 | Les | |
| Vltava Fund | okt.22 | Q3 2022 | Les | |
| Right Tail Capital | okt.22 | Q3 2022 | Les | |
| Oaktree Capital | sep.22 | Q3 2022 | Les | |
| Howard Marks | sep.22 | Markedskommentar | Les | |
| Hayden Capital | aug.22 | Q2 2022 | Les | |
| Pershing Square Holdings (Bill Ackman) | aug.22 | Halvårsrapport 2022 | Les | |
| Rowan Street Capital | aug.22 | Markedskommentar | Les | |
| Oakmark Funds | jul.22 | Q2 2022 | Les | |
| Bill Nygren | jul.22 | Q2 2022 | Les | |
| Fundsmith Equity Fund (Terry Smith) | jul.22 | Halvårsrapport 2022 | Les | |
| Hayden Capital | mai.22 | Q1 2022 | Les | |
| Tweedy, Brown | apr.22 | Q1 2022 | Les | |
| Pershing Square Holdings (Bill Ackman) | apr.22 | Markedskommentar | NFLX | Les |
| Farnam Streets Investments | apr.22 | Markedskommentar | Les | |
| Wedgewood Partners | apr.22 | Q1 2022 | Les | |
| Sequoia Fund | apr.22 | Q1 2022 | Les | |
| Pershing Square Holdings | mar.22 | Les | ||
| Oaktree Capital | mar.22 | Les | ||
| Warren Buffett | feb.22 | Les | ||
| Vltava Fund | feb.22 | Les | ||
| Sequoia Fund | jan.22 | Les | ||
| Miller Value Partners | jan.22 | Les | ||
| Oaktree Capital | jan.22 | Les | ||
| Fundsmith Equity Fund (Terry Smith) | jan.22 | Les | ||
| Sequoia Fund | des.21 | Les | ||
| Oakmark Funds | des.21 | Les | ||
| Oaktree Capital | nov.21 | Les | ||
| Sequoia Fund (Q321) | nov.21 | Les | ||
| Miller Value Partners (Q321) | okt.21 | Les | ||
| Fundsmith Equity Fund (Halvårsrapport) | aug.21 | Les | ||
| Oaktree Capital | jul.21 | Les | ||
| Miller Value Partners | jul.21 | Les | ||
| Sequoia Fund | jul.21 | Les | ||
| Miller Value Partners | apr.21 | Les | ||
| Sequoia Fund | apr.21 | Les | ||
| Oaktree Capital | mar.21 | Les | ||
| Berkshire Hathaway | feb.21 | Les | ||
| Fundsmith Equity Fund | jan.21 | Les | ||
| Fundsmith Equity Fund | mar.20 | Les | ||
| Warren Buffett | feb.20 | Les | ||
| Warren Buffett | feb.19 | Les | ||
| Fundsmith Equity Fund | jan.19 | Les | ||
| Warren Buffett | feb.18 | Les |