Reflections

Read my considerations, thoughts and ideas regarding subjects that relate to the value investing universe and the financial markets.

When should I sell a stock?

Reflections

When should I sell a losing stock?

June 24, 2018 1 0

Warren Buffetts Investeringsstrategi

Reflections

Warren Buffett’s Investment Strategy

June 14, 2018 15 1

Are there any bargains among the expensive defensives?

Reflections

Are there any bargains among the “expensive defensives”?

March 21, 2018 0 1

Refleksioner om Årets Porteføljemanager 2017s performance

Reflections

Portfolio Manager of the Year achieves excess returns of 0.83%: Is it something to brag about?

February 2, 2018 0 0

A look back at 2017

Reflections

A look back at 2017

December 31, 2017 0 0

Will buy recommendations make me rich?

Reflections

Should you follow the experts’ recommendations?

November 17, 2017 1 0

Lektioner fra 20 investeringsbøger, del I: Jagten

Reflections

Lessons from 20 value investing books, part III: The hunt

November 5, 2017 7 1

Lektioner fra 20 investeringsbøger, del I: Metodologien

Reflections

Lessons from 20 value investing books, part II: The methodology

October 29, 2017 1 0

What is LEGO worth? A dicsounted cash flow experiment

Reflections

How much is LEGO worth? A discounted cash flow experiment

October 25, 2017 1 4

Lektioner fra 20 investeringsbøger, del I: Mindsettet

Reflections

Lessons from 20 value investing books, part I: The mindset

October 22, 2017 1 2

Why I'm hoarding cash and praying for the crash

Reflections

Why I’m hoarding cash and praying for the crash

October 13, 2017 1 0

Lærte lektioner fra Kurt Karas foredrag om rationel investering

Reflections

Take-aways from a lecture by value investor Kurt Kara

June 8, 2017 1 1

Hvad er value investing? En introduktion til filosofiens nøglebegreber

Reflections

What is value investing? An introduction to the philosophy’s key concepts

June 1, 2017 3 6