Editorial stuff: New “Investment Fundamentals” page

In order to organise the content a little bit better, I have created a new page called “Investment Fundamentals” within the blog which collects all the more general posts I have written over the last 3 years.

It makes it easier for me to find the stuff and maybe it helps some of my readers as well. In order not to overload the blog, I deleted the German “Anlagephilosophie” and the “Boss Score” page.

For the moment the new page looks like this:

General valuation / accounting know how

Risk free rates and discount rates for DCF

How to calculate Enterprise value

Operating Cashflow and interest expenses

Operating Leases and IFRS (German)


Special situations

Underrated Special situation: Deeply discounted rights issues

Some thoughts on holding companies

3 part series on European spin offs: part 1, part 2 and part 3

Preference shares (German) part 1 and part 2

Portfolio construction / management

Momentum and Value Investing

Position sizing and cash quota

Leveraging Investment returns if you are not Warren Buffet

Behavioural Investing: Averaging Up vs.Averaging down

General thoughts

Competitve advantages of individual investors

The value of paying divdends

Short interest and stock performance

Transformational acquisitions

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