Some links

Must read: Deep thoughts on changing  competitive advantages from Jan (TGV Truffle fund)

Competitive Advantages 2: How ARM did beat almighty Intel

Steve Balmers “Truth”: How Microsoft missed mobile

The guy from Punch Card Blog look into one of heir failed investments (CONN)

Chipotle and the next big thing: Burgers. Plus a look behind the Chipotle counter.

Stock picking is not dead, closet indexing most likely will be soon

7 comments

  • Chipotle copied their business model from German Dönerbuden (small menu and fresh ingredients) 🙂 I took a look at them a few months ago, saw some good things (financials from the past, no debt, room for international expansion) but also some bad things (E.Coli-scandal, too high of a valuation). Might become interesting again next year as a “fallen angel”. But not now in my opinion…

    • @MMI: Ich bitte um Entschuldigung, in diesem Kommentar von deinem Blog abzulenken und auf ein anderes zu ziehen.
      Ich bin dem Link von EasyWISA auf sein Blog gefolgt und muss sagen:
      Ein schönes, junges (deutschsprachiges) Börsenblog! Interessante Ideen, durchdachte Analysen, lesenswert.
      Mir haben besonders die Analysen zu Apple und support.com gefallen, die allgemeinen Gedanken zu IT-Systemberatern sowie die Lobeshymne auf Kostolany (mit verlinktem Videostatement von 1998 über den Neuen Markt!) – und die Art, wie du persönliche Erfahrungen in die Artikel einfließen lässt.
      Ich freue mich auf die weitere Entwicklung!

  • Vielen Dank! Wieder einmal anregende Artikel!

  • Nice weekend reading list, as always. Thanks.

    Apropos ARM, do you have an opinion on SoftBank?

    It easily trades at about a 50% discount to a sum of the parts valuation and the track record of Masayoshi Son is phenomenal.

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