Madison Square Garden (MSG) looks like a very interesting Spin-off situation
OTC Adventure blog has a few stock ideas around the world
A great report on a crazy 4 day “Crypto Cruise”
John Huber thinks Facebook is undervalued
Part 2 of a dental industry series from the GlobalStockpicking blog
Ben Thompson on aggregators and jobs to be done
A cool list of 52 things learned in 2018
One hedge fund thinks that MicroFocus should be worth twice its current share price
In contrast, UK Construction Group Kier looks like a short
Interesting story about the founder of Panera Bread and shareholder short-termism
WIll Amazon go for Health Care next ?
Investments based on demographic trends are very difficult (funeral services edition)
Barry Ritholz is angry about Buy backs of the wrong kind
Interesting deep dive into the world of Lithium-Ion batteries
Venture Capital seen from a Capital Markets / Hedgefunds perspective
Another reminder that BBB corporate debt could become a problem at some point in the future
Very interesting thoughts on “the curse of low hanging fruits”
10 interesting book recommendations for the upcoming holidays
Why Starbucks has been able to create the most popular payment app in the US
A good overview of recent Spin-offs
Prof. Damodaran thinks that GE is undervalued and 5 lessons to be learned from the GE debacle
Great profile of Shane Parish (Farnam Street Blog)
Warren Buffett has been buying JP Morgan, Oracle and other Financials.
Great CNBC interview with John Malone (h/t valueinvestingworld)
MBOs seem to be an indicator that an industry might be undervalued
GlobalStockPicking looks at the Dental industry
A great overview on where innovation will happen next from Benedict Evans (A16Z):
A great look back 10 years ago when Porsche created the Volkswagen Short Squeeze
The 5 most influential (historic) blog posts on Software ever
Don’t rely on the high dividend yields of consumer staples stocks
Forager is seeing Inflation risks
Notes from the SF Sohn conference and the Capitalize for Kids conference
Why Chinese short-video start-up Bytedance is supposed to be worth 75 bn USD
Some deep thoughts on how to apply Machine Learning to equity investing
Very good write-up on UK Hospital supplier Tristel
A good presentation (from April 2018) on Tech company Box Inc
Neil Woodford’s fund has been cut down by half (search result, h/t Monevator)
Notes from the “Invest for Kids” Chicago conference and from the Great Investors Best Ideas Dallas Conference
The Fall 2018 issue of Graham & Doddsville is out
How will the Saudi issue effect Tech valuations in the Valley going forward ?
A good collection of Spin-Off links
Interesting analysis of Customer acquisition cost (CAC) and life time value (LTV) of Netflix users
Recommended: UK stock blogger Maynard Paton (h/t Alan who linked to this in the comments)
Concentrating bets sometimes doesn’t work even for very smart investors: Eddie Lampert & Sears
The Crypto ICO market has cooled off significantly
Great post on moats in the digital age (Booking, Landstar)
The build-up of “almost-junk” debt is astonishing
