Some links

Why Eike Batista’s downfall was not such a big surprise

Katsenelson likes Tesco. Just a few days before, Buffet sold part of his stake.

AlphaVulture on FFP, the French HoldCo of the Peugeot family

Jason Zweig on bad market timing by investors (hint: google the headline in order to read it)

Google, currently at the peak of investors attention, seems to loose it in some areas. I still don’t understand why the killed the Reader.

Finally, I discovered this new and very promising blog: Wertart Capital. Includes some well known ideas as well as some uncommon and interesting ideas. HIGHLY RECOMMENDED !!!

6 comments

  • Hi mmi,

    Many thanks for recommending my site!

    Best,

    Ben

  • “The importance of convenience is even more pronounced in Europe, where people drive less than SUV-loving Americans, burn calories by taking public transportation and live in houses the size of our two-car garages. Europeans have smaller refrigerators and shop more frequently. Discounters have an even lower impact in Europe.”

    Ist ja interessant, wenn Katsenelson unsere Wohnungen mit den Garagen in den USA vergleicht.
    Mit was würde er dann unsere Garagen vergleichen :-))

  • Mathias De Ryck

    Finally, I discovered this new and very promising blog: Wertart Capital. Includes some well known ideas as well as some uncommon and interesting ideas. HIGHLY RECOMMENDED !!!

    Ooh my god ! this is very intresting , do you have more like tis quality bloggs? I’m an european investor ! so i like that !! Very nice site !!

    Greets Mathias

  • thx.
    Buffett sold “Cash Settled Equity Swap” not shares directly. Don’t know what to make of it.

    http://www.investegate.co.uk/tesco-plc–tsco-/rns/holding-s–in-company/201310211016469627Q

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