value and opportunity

Mega Unicorn WeWork forbids its employees to expense meals containing meat

Ever wanted to own a piece of an Airbus A380 ? OTC Adventures has found a way to do so.

Smart phone cameras are the enemy of secretive hedge funds

Nick Train thinks that (deep) value investors should be VERY careful these days

A nice profile of value investor Chuck Allmon

Are you looking for trouble in the financial markets ? BBB Corporate bonds are a good place to start

Some links related to Stock spin-offs. Veoneer looks actually very interesting.

 

 

The UK stock market seems to be fairly valued at the moment

Good story on how Booking.com fights back against AirBnB

The similarities between Intel’s fail at mobile and ICOs

The incredibly shrinking balance sheet of Steinhoff

29 life changing lessons thar one of my favorite authors (Ryan Holiday) learned from another (Tyler Cowen)

A great and comprehensive overview how things are currently in Italy

The Andreessen Horowitz summer nook reading list

 

Smart thoughts on jobs, technology and zero sum games

Half year review of Clark Street Value’s portfolio

Prof. Damodaran updates his Tesla case. Tesla bondholders are also less enthusiastic

Interesting comparison of Visionary CEOs and “Optimizer” CEOs

Andreessen Horowitz is starting a 300m U$ Crypto Fund

A VC explains why E-Scooter star-up Bird might not be a bubble start-up

Must See: Jim Chanos and James Grant on Short selling

Very good “10 step advise” on how to become a truely long term investor

There are still many doubts about the quality of Samsonite’s accounting

Morgan Housel on the relevance of “Long tail” outcomes

Howard Marks memo on Indexfunds, ETFs, Smart Beta and Machine Learning

Ben Evans writes about the real relevance of AI/Machine Learning

5 Examples of great annual letters to shareholders

The Brooklyn Investor with an update on JPM (and other stuff)

Muddy Waters has found a new short target with TAL Education

Real Estate so far have not been disrupted. But that may change.

Hedge Fund’s best ideas usually are the stocks they want to sell

Tim Cook interview by David Rubinstein

Amazon might enter the Home Insurance space pretty soon

A fascinating peek into world of “Crypto Influencers”

A very critical post on Tripadvisor

John Kingham (UK Valueinvestor) doesn’t like British Telecom

Morgan Housel is on a roll and is writing one great piece after another: Useful hacks

So true: Life is more than compounding money

Why Microsft paid so much for GitHub

Some pitches from Whitney Tilson’s short selling conference

Paid online marketing is addictive but often not creating any real value