Kvalitet som er lavt priset ➡️ Kjøp

Interesting paper posted by Robert Næss. But i'm not surprised by the result given the traits that successful athletes usually demonstrate: 1) Motivation, 2) Self-discipline, 3) Perform well under stress, 4) Focus, 5) Humility, 6) Passion and 7) Resiliency (losses/setbacks)

There are still buyers out there.. Despite the rising cost of finance, LondonMetric continues to find liquidity for assets at relatively attractive yields.

New milestone for Aker ASA. BBB- (IG) rating. Gives access to more attractive financing and a broader investor base. scoperatings.com/ratings-and-re…

A lot of focus on Buffett and the power of compounding. But he also has a view on interest rates and valuations..

Very relevant these days: If downgrade from IG to HY credit rating the equity content for hybrids will be re-classified as debt… (Moody’s)

Apple CFO knows when to issue bonds

More relevant than ever…..

eiendomswatch.no/nyheter/articl…

Takk for diskusjonen, Thomas Nielsen! Som alltid veldig hyggelig 👍😄

open.spotify.com/episode/6owrcj…

Ny Børsbrøl podd ute, Øystein Bogfjellmo som alltid i bra slag. Vi diskuterer finansieringsmarkedet, hvem som blir vinneraksjer framover og masse annet open.spotify.com/episode/2vr8oP…

DNB Eiendomsdagen 10. sep. Har du svarene klare Thomas Nielsen ?

Sagax sin årsrapport er som vanlig et høydepunkt. CEO-letter er dønn faktabasert og saklig tvers igjennom, før David Mindus trekker fram et morsomt sitat mot slutten: "Två saker är viktiga för ett fastighetsbolag. Det ena är ett starkt kassaflöde. Det andra kommer jag inte

"Två saker är viktiga för ett fastighetsbolag. Det ena är ett starkt kassaflöde. Det andra kommer jag inte ihåg." ✔️