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
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
value and opportunity 