Monthly Archives: March 2018

Some links

Some troubling Figures about loan volumes and credit quality

Prof. Damodaran (again) tries to value Spotify ahead of its IPO

A very nice illustration of the impact of volatility on investment returns

Why Cryptokitties could become something much bigger

Prem Watsa’s 2017 shareholder letter is worth reading

For Mexican stocks, insider trading seems to be normal

“Concierge Brands” can take away a lot of value form “Normal” brands

Some links

Prof. Damodaran is trying to value Spotify ahead of its “IPO”

A look into DE Shaw, one of the earliest and most successful Quant Hedge Funds

Must watch: Crypto currencies explained by John Oliver

Wyndham Worldwide looks like a potentially interesting Spin-off situation

US Company audit reports might be soon much more interesting to read 

Japanese Game companies could be worth a look

Forager Funds on why Dividends should be taxed higher in Australia