Interesting story how Chipotle tries to fight back from their E.coli scandal
A good summary how the big UK banks are currently doing
According to the WSJ, stock picking is dying (search for headline)
Bill Ackman has seen better days indeed.
Why mechanical watches still go strong in the digital age
12 essential aspects of platform businesses
Those two books might be somehow unusual for a blog dedicated to Value investing, but I do believe that especially for value investors it is very important to understand what is happening elsewhere and those two books provide plenty to learn and apply even (or especially) for value investors.
“Venture Deals – Be smarter than you lawyer and Venture Capitalist”
“Venture Deals” is a rather technical but nevertheless very interesting book and in my opinion a “Must” for anyone directly involved in start-up funding, either as an investor or founder.
First a big “thank you” to the reader who sent me an EMail and pointing me to this book.
Everyone who works in a big company knows the feeling: You had a really stressful day with many meetings etc. but by the end of the day you go home and are frustrated because you got nothing done. Or you have those colleagues who are always busy but if you need something from them, you never get an answer. Or you have been watching the Bloomberg screen on a really bad day all day long and achieved exactly nothing.
Why a fish market is not so different from financial markets
The ukvalueinvestor with a short case study on Chemring and the risk of M&A fueled growth
Why you shouldn’t even think about buying Spanish bank stocks (H/T to 2 of my readers, best piece of sell side research I have seen in a decade)
An interesting look at the potential total impact of Electric Vehicles on the economy
Basehit Investing about the really important items in an investment check list
The luxury industry slumps further and how Cartier’s attempt in luxury watches didn’t work out. However better times may lie ahead.
David Merkel eplains why buying stock of an indebted cyclical company is never a good idea, even if Monosh Pabrai and Guy Spier own it (Horsehead)
Finally, check out this relatively new blog GlobalStockPicking. Some pretty good content and interesting (global) stocks in the blog portfolio.