Category Archives: What we read

Some links

UK “guru” Neil Woodford tries to explain his currently bad performance (incl. Provident)

Some interesting thoughts on mining stocks

Ad agencies vs. platform companies 

“Big Money thinks small” looks like a really interesting investment book

Nacco Industries looks like a potentially very interesting spin-off candidate

Some interesting thoughts from Horizon Kinetics (FRMO, Murray Stahl) on “investing” in Cryptocurrency (and other stuff)

Book review “Attack of the 50 Foot Blockchain”

Almost a year ago, I reviewed the excellent book “Digital Gold” which covered the story of Bitcoin from its beginnings.

Back then I said the following:

I have absolutely no clue what a fair price of a Bitcoin might be. But I believe that in order to have value it has to be widely used and not just to speculate on an increase in value. Personally I would never “invest” in Bitcoin as for me, an investment needs to produce cashflows.

Well, this was (so far) one of my weaker calls. Back then in September 2016, Bitcoin traded slightly below 600 USD, at the time of writing, the price has went up almost fold to  4500 USD per Bitcoin (at the time of writing).

Book review: Attack of the 50 foot Blockchain

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