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47. Finansräven: Stjärnförvaltaren ”Det negativa dominerar, men det finns vinnare”
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Контент предоставлен Dagens PS. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Dagens PS или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Avsnittet är producerat i betalt samarbete med det gästande bolaget.
Det finns ytterligare ett stort hot som riskerar att trycka ned aktiekurserna ytterligare, nämligen att bolagen inte reviderat ned sina vinstprognoser. ”Om man tittar på konsensusprognoserna, både i Sverige och utomlands, så visar de att vinsterna ska gå upp både i år och nästa år och 2024 och det kommer de nog inte att göra”, säger fondförvaltaren Magnus Angenfelt i Dagens PS podd Finansräven. Han ser dock ett antal vinnare i surt börsklimat.
Hosted on Acast. See acast.com/privacy for more information.
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Manage episode 333845837 series 2704167
Контент предоставлен Dagens PS. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Dagens PS или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Avsnittet är producerat i betalt samarbete med det gästande bolaget.
Det finns ytterligare ett stort hot som riskerar att trycka ned aktiekurserna ytterligare, nämligen att bolagen inte reviderat ned sina vinstprognoser. ”Om man tittar på konsensusprognoserna, både i Sverige och utomlands, så visar de att vinsterna ska gå upp både i år och nästa år och 2024 och det kommer de nog inte att göra”, säger fondförvaltaren Magnus Angenfelt i Dagens PS podd Finansräven. Han ser dock ett antal vinnare i surt börsklimat.
Hosted on Acast. See acast.com/privacy for more information.
62 эпизодов
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Kara Goldin, founder of Hint, sits down with today’s most fascinating entrepreneurs, disruptors, and change-makers for a no-holds-barred discussion of how they overcame long odds on the road to start-up success. Guests such as Guy Kawasaki (Apple, Canva), Julie Bornstein (The Yes, Stitch Fix), Mindy Grossman (WW), and Amy Errett (Madison Reed) share wisdom and anecdotes that will inspire you – and challenge you to think differently about achieving your goals. For more on the podcast as well ...
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