A couple of Slide Decks from a Ben Graham Value Conference
John Hempton (Bronte) is short Mattel
Ben Thompson on the Future of (American) Television
A good summary on the major Fintech trends
The E-Scooter market is doing pretty well in year 2
sProf. Damodaran on how to value Uber
The fascinating story on how a 1000 USD painting became a 450 mn painting within a few years
Jeff Bezos’ letters to Amazon shareholders are the Berkshire letters of the Digital Age
According to its IPO prospectus, Uber isn’t so sure about these self driving taxi fleets
John Kingham (UK Valueinvestor) likes Rightmove
Paladin with an update of their Innogy case and TomTom (German)
Great article from Forbes on Venture Capital all star Andreesen Horowitz (A16Z)
A great story on Rich Barton, the founder of Expedia, Glassdoor and Zillow
Don’t miss: Rob Vinall sharing his thought on the importance of management:
Good analysis from the UK Value Investor why Interserve was taken over by its creditors.
Lyft, the new hot ride sharing IPO is to a large extent actually an insurance company
Interesting thoughts on Aviation Economics by Greenwood
Deep thoughts on Banks, Fintechs, Open Banking etc.
Naspers is (somehow) spinning of its Internet assets
FTAlphaville with a great post on cloud software stocks
Clark Street Value looks at Howard Hughes and Oncomed Pharmaceuticals
A nice take down on Taleb’s book “Antifragile”
Your brain on stocks looks like a very interesting new blog
Amazon’s secret weapon ? 150 Phd economists…..
YetAnotherValueBlog thinks KKR is too cheap
Zillow watch ou, Facebook seems to aim for the real estate market
Why (cheap) low growth stocks can be actually quite risky
Although I usually stay away from “self-improvement”” books, I bought the book as it has been recommended in a blog. In short, this is one of the best books I have read for a long time.
Warren Buffett now has abandoned book value officially as measure for Berkshire’s success
Damodaran is looking at the mess at KraftHeinz
Bill Gurley on the success of digital market places plus a checklist of what makes digital marketplaces interesting
Broyhill Investment’s 2018 letter
Deep thoughts on value chains (Walmart, Amazon, Google, Microsoft) from Ben Thompson
An interesting stock pitch on Nintendo
UK Fintech Revolut seems to be a tough place to work at
Warren Buffett’s 2018 letter to the Shareholders
A very interesting and comprehensive annual fund letter from Semper Augustus (h/t ValueInvesting World)
Zillow,the US Real Estate online classified leader, tries to become THE one stop shop for online real estate.
Morgan Housel has a very smart collection of the “different kinds of stupid”
The UK Value Investor has a look at HSBC
Good write up on Pershing Square Holdings and Central Securities
