Munich now has the second most “Bubbly” real estate market globally
Morgan Housel on endurance and long time horizons
Bill Ackman likes Starbucks and Dan Loeb goes activist on Campbell
Amazon seems to bite into Google’s ad monopoly
Some very smart thoughts on litigation finance and risk appetite
Greenwood Q3 2018 letter
David Einhorn had another miserable quarter
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
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
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:
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 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:
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
