Weekly links

New German language blog for small cap stock picking including a model portfolio

Interesting paper on how and if individual investors learn from mistakes

Post mortem analysis of a capital structure arbitrage gone wrong from Valueprax. I think analyzing such trades and writing down the reasons is the most important part for any investor to improve his skills.

Lululemon and the Einhorn effect

Q2 letter summary of the interesting TCI hedge fund. Concentrated activist portfolio. (Mental note: Check Lloyds TSB bonds)

August newsletter from Ennismore, always worth reading. Featured stock: Duni

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.