Prof. Galloway really doesn’t like Softbank
Must read: Rob Vinall has released his 2019 investor letter (New position: Wix)
The Peridot Capitalist thinks it would be a good idea to merge Uber Eats into Grubhub
Two UK reviews: Maynard Peyton reviews his (UK Small Cap) portfolio and another very good 2019 review from John Kingham (UK Value Investor)
Ben Carlson has written a book about financial scams and shares some scams that didn’t make it into the book
A very interesting story on how Netflix & Co are changing Hollywood
For the German speaking readers: Paladin One with their very transparent 2019 report
Both the letter + Portfolio update from Robert are interesting.
Missed Galloway’s update… ❤ it ! 🙂
Thinking of entering Unilever (defensive position) and looking for high quality companies in China 's Healthcare sector (aggressive position).. Ping An Healtchare Tech (customer base driven by PingAn) , and AliBaba Healthcare (customer base by Alibaba). CSPC and Sina Biopharmaceuticals.
Of the PingAnHC-T and AliBabaHC-T, the later definitely has a proven base of users that actively take online services by Alibaba; whereas the PingAnHC-T advantage is the direct connection to the health insurance business of Ping An. I prefer AliBaBa's option…
Wix RVinall’s new pick. Now only missing to see which is TerrySmith’s new position…
CHinese Online Helathcare is clearly a “hot” bet. i guess there are also many western company who would like to have a shot at China. But it is a super difficult market.
sehr interessant finde ich die WIX Position bei RV Capital.
Ein sehr erfolgreicher Fondsmanager (RV) steigt neu ein, ein sehr erfolgreicher wikifolio Manager (Stefan Waldhauser) (stw-b. / Al Sting 😉 ) steigt aus.
Oder anders ausgedrückt, Robert kauft dem Stefan die Teile ab 🙂
Mal schauen wer die richtige Entscheidung getroffen hat.