Category Archives: What we read

Some links

A list of 52 interesting and surprising (general) facts

A great series on TV/Media companies at YetAnotherValueblog: Intro, part 1 -broadcasters, part 2 – networks, part 3 – sports rights

2019 seems to be a depressing year for active fund management

GreenWood on changing investment thesis and why they still like TripAdvisor

The best stock market in 2019 so far is ….Russia !!!

Q3 Letterfrom the Bireme Fundamental Value fund

The “Chinese tesla” Nio is in deep trouble

 

Some links

A good overview on African capital markets from Ashmore

The Brooklyn Investor with another great all-around post (Streeaming, Malone, bubble watch)

VC “Guru” Paul Graham on bus ticket collectors and the importance of obsessions for success

The yetanothervalueblog with one of its typical wide ranging posts (

Some interesting ideas taken out of Q3 hedge fund letters (ATT, Luxotica etc.)

Forager’s 2019 Book recommendations

Morgan Housel recommends not to follow any gurus

Some links

Are AI/data driven strategies to be blamed for the underperformance of Value Investing ?

The UK Value investor discusses his worst investment ever (Xaar)

Great Vanitfair story on WeWork and Adam Neumann

Damodaran on the ARAMCO IPO: Part 1 and part 2

And a (justified) comment from Alpha Vulture on Damodaran’s treatment of “truncation risk”.

Seth Godin on the “Google Tax”

A critical view on Alibaba’s accounting

Book review: “The Man who solved the Market” – Greg Zuckerman

RenTech

This is another book that I have been waiting for to read for some time. Jim Simons is maybe not a household name in investing, but his Renaissance Technology fund (Rentech) has clearly on of the best track record of any investment vehicle in recorded history. However, other than some other famous investors, Rentech was (and still is) so secretive that hardly anyone had a clue how he/they did it.

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Some links

Interesting view on the “streaming wars”: It is not a “winner takes it all” game (Netflix, Disney)

The finance industry is increasingly using SPVs to trade hot startups Pre-IPO (Search result)

Gread “post mortem” on Restaurant Group Plc by John Kingham

A very critical view on online advertising

AQR/Cliff Asness thinks it is time to “tilt” towards “value stocks”

November update from Stock Spin-off Investing

Norway proves that there is still a lot of oil left in the North Sea

 

Some links

Valuesque with a great post on extremely creative accounting at Grifols

A great collection of (less frequent) news sources for investors

UndervaluedShares on J.G. Boswell, a little known OTC listed company holding a lot of land (and water rights) in California

Good advice: Forget about stock market Calendar anomalies

The yetanothervalueblog with an October update (very comprehensive…)

Great post on what makes Costco such an unique company

Investors experience burn out, too

 

 

 

 

Some links

The “beer King” Anhauser Busch Inbev has seen better days

Interesting thought: Value stocks have performed in line with historical expectations but the anomaly is the performance of growth stocks

Third Point (Dan Loeb) Q3 letter

A closer look at Domino’s 

A very deep look inside the technology behind Elastic, one of the current SaaS superstars

Oddball Stocks on the problems with “sum of part” plays

Some recent updates on the GlobalStockPicking blog portflolio

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