Edit: Interesting job offer from Active Ownership Capital (the guys behind the Stada deal)
TGV Partners 6M 2017 report with interesting thoughts on acquisitions, Amaysim and Tucows
What Bill Miller does these days (Spoiler: He slso owns als Bitcoins)
And finally, “Deep Work” author Cal Newport on why you should quit social media:
Ted Seides, the author of this book came to some fame because of his 2007 bet with W. Buffett where he claimed that he could pick 5 (hedge) fund-of-fund managers which would outperform the S&P 500 over the next 10 years. He already admitted to have lost before the 10 years end.
Good post from 25iq on how to value subscription based businesses
Don’t miss: Barry Ritholtz interviews Ed Thorp
By coincidence I also found this interview with Ed Thorp’s initial partner Jay Regan
Some thoughts on Mining stocks from Forager
What’s next for the Asset Management industry ?
Patience is a potentially big competitive advantage for investors
Vomiting (among others) is a big problem for Robo taxis
An enthusiastic analysis of Trupanion (h/t valueinvestingworld)
A two part series on the decline of the American Mall: Part 1 & Part 2
Compagnie Lebon from France looks potentially interesting
Midyear review from Clarkstreet Value with some interesting Special Situations
Forager Funds likes Australian company CTI
Interesting thoughts on Google and monopoly power
Summer reading list from Market Folly
The battle for Whole Foods might just have started
Where are we in the Potash price cycle ?
Interesting feature about short sellor Andrew Left (Citron)
Tim Ferris Ted Talk on Stoicism
Why any Blockchain technology needs Governance, too .
Good post on four less known but very influential “Heroes of Investing”
Market folly has a great collection of pitches from the London Value Investor conference
A good summary why most investors these days hate banks
Wexboy with a very nice write-up on a company called Applegreen
The unstoppable rise of the QR code in China
Interesting thoughts about the carnage in retail stocks and a follow-up post
Wow, my blog has been included in the “50 Of The Best Investing Blogs On The Planet”
Another reason to trade less: Decision fatigue
Some interesting musings about how to find 28 baggers (Trifast)
Geoff Gannon’s former partner Quan with interesting thoughts about investment writing and Quants vs. longterm investors
Bery Ritholtz’s summer reading list and 5 books recommended by Bill Gates
A good collection of studies for spin-off stock price action directly after the event
