Some links

Farnam Street on how not to be stupid plus its 2018 review

And ValueInvestingWorld with a fitting “final checklist” before making an investment decision

An interesting view on how “factors” like size, EV/EBIT etc. performed in 2018

Honeywell looks potentially interesting after the spin-off as well as ARLO

Good feature on Paul Singer (Elliott)

Four blogs with totally “off the beaten track” portfolios have posted 2018 reviews:
– GlobalStockPicking
– Alpha Vulture
– Value Investing France
– Clark Street Value

David Einhorn had a catastrophic year in 2018

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.