Monthly Archives: November 2018

Some links

Prof. Damodaran thinks that GE is undervalued and 5 lessons to be learned from the GE debacle

Great profile of Shane Parish (Farnam Street Blog)

Warren Buffett has been buying JP Morgan, Oracle and other Financials.

Great CNBC interview with John Malone (h/t valueinvestingworld)

MBOs seem to be an indicator that an industry might be undervalued

GlobalStockPicking looks at the Dental industry

A great overview on where innovation will happen next from Benedict Evans (A16Z):

How to invest into Venture Capital – Listed Vehicles (part 1)

One upfront remark: I do not recommend to invest in Venture Capital right now. The market is clearly overheated and the asset class is known to be very volatile although Warren Buffett’s Todd Combs seems to just have discovered Fintechs.

This post is ment as a “long-term perspective” view on the sector and not a buy recommendation in the current environment.

How to invest into Venture Capital as a Private Investor

Famous VC funds

Venture Capital, i.e. the industry funding (technology) start-ups is known that almost everything depends on relationships.

It is no secret that a few funds like Sequoia or Kleiner Perkins have produced outstanding returns but these funds are “invitation only”, there are little chances even for larger institutions to invest in them and for individuals without direct connections it is more or less impossible to get in.

Read more

Some links

A great look back 10 years ago when Porsche created the Volkswagen Short Squeeze

The 5 most influential (historic) blog posts on Software ever

Don’t rely on the high dividend yields of consumer staples stocks

Forager is seeing Inflation risks

Notes from the SF Sohn conference and the Capitalize for Kids conference

Why Chinese short-video start-up Bytedance is supposed to be worth 75 bn USD

Some deep thoughts on how to apply Machine Learning to equity investing