Category Archives: What we read

Some links

Must read: Rob Vinall’s latest letter (RV Capital 10th anniversary)

An interesting expirement: Trying to analyse the readability of annual reports

The Big Hack: How China “hacked” motherboards by inserting some extra chips

Great story on how difficult it is to break into the Rating oligopoly

Somehow, Oracle seems to struggle in the transition to the cloud

App only banks are becoming a thing

Must read (2): How (and when) 5G will effect us

Some links

The Follie Follie fraud case didn’t come totally unexpected

Overnight share price collapses In Hongkong seem to happen more often these days

Cryptomining company Bitmain is going public  including some “special effect” accounting

Ben from Wertart with a good overview of his current positions

Must read: Howard Marks’ new memo “The Seven worst Words in the World”

Old School Value with 3 “boring” stocks (Brady, Robert Half, Yelp)

Good advise from Venture Investor Fred Wilson: Know what you are looking for

 

 

Some links

Prof. Damodaran thinks Apple and Amazon are overvalued. Consequently, he sold Apple and is short Amazon.

Three reasonable priced UK stocks with some “special situation” aspects

A nice write-up on Dollarama

Why you shouldn’t follow (or even ignore) sell side analysts

An interesting overview on Emerging Markets

Scott Galloway on retail, Amazon and why “big Tech needs to be broken up”

 

Ben Horrowitz explains Blockchain very easily:

 

 

Some links

Many gaming related companies look cheap

The “no jerks” rule seems to work pretty well in selecting investment managers

Ray Dalio is giving away his new book “Big Debt Crisis” for free on his website

Sports Directs founder Mike Ashley bashes his shareholders (see no jerk rule above)

Smart thoughts from Ben Thompson on the “Iphone franchise”

Buffett quote about businesses and inflation

Why being a Value Investor will often make you look stupid

Some links

Some very good career advise for graduates

A really weird ICO story from FTAplhaville

Did Nike make the “marketing gangster move” of the decade with its Kapernik ad ?

A great in-depth view from Forbes into Amazon and Jeff Bezos

A good reminder: Don’t make (investment) decisions when you are tired

Another good reminder: Emerging Market stocks are really volatile

Want to see Elon Musk smoke a joint ? Watch this and other stuff here:

 

 

Some links

A good overview of event driven investing

Some links related to current and upcoming Spin-offs

A good overview of current issues in the Turkish Banking sector

The UK Value Investor looks at SaaS company Sage Plc, 

Uber is going vertical towards Mobility as a Service (MaaS)

Depending on where one reads, Waymo, Google’s Self driving unit is either a fantastic success or “people absolutely hate it”

Liqtech could be an interesting “punt” on changing regulation for the shipping industry

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