Some links

Interesting write-up on Honda as an investment opportunity

A good collection of Spin-off related links

2019 review “Wexboy style”

Undervalued Shares has a super interesting story on the Channel Islandsand its stock exchange

Great deck from Benedict Evans on Tech in the 2020s (and regulation)

A pitch for Booking.com (and the Google Monster)

Valuesque with an interesting post on the issue of maturing inventory (Diageo etc,:)

 

2 comments

  • Der Artikel zu Honda erschließt sich mir nicht. Hier wird argumentiert, wie toll das Unternehmen aufgestellt sei dank der in mehreren Schwellenländern vorhandenen Quasimonopole beim Motorrad – aber wenn man mal die durchschnittliche Gesamtkapitalrendite der letzten Jahre in Höhe von nicht einmal 3% betrachtet, dann kann man nur zu dem Schluss kommen, dass Honda daraus nicht wirklich Kapital schlagen kann. Für mich ist die Aktie zumindest angesichts der wesentlich niedrigeren Bewertungen im europäischen Automobilsektor kein wirklich interessanter Investmentcase.

  • Hi, just wanted to take the opportunity to say “thank you” for providing your blog containing always interesting information over such a long time.

    btw: for obviouos/understandable reasons you are protecting you privacy i.e. keeping the blog anonymous. May by it would be also interesting for other readers how you did this, i.e. which providers you are using. Best regards!

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.