Deep thoughts about the recent strategy change at Zillow
Prof. Damodaran has a look at Google. And Google has screwed up messaging again.
A more pesimistic view on the future of tech stocks
Forager on the disadvantage of size in fund management and their thesis on Auto Trader (UK)
What Hugh Hendry is doing these days after closing his Hedge Fund
Long Term Value Blog with a portfolio update
The Global Stock Picking blog likes Rezidor Hotel Group
Deep thoughts from (and about) the founder of Constellation Software
Forager on the potential long term downsides of large moats
Ben from Wertart with a deep dive into Sarine Technologies
At USG, Buffett goes somehow activist by teaming up with German Knauf against the Board
Express Scripts looks like a potentially interesting Special Situation
Red Corner blog is back with a write-up on CVR Partners
Prof. Damodaran updates his Facebook valuation
Forager on buying high risk stocks
Bill Ackman is having issues at Pershing
Great portrait of the very frugal CEO of Fastenal
An interesting approach to value Bitcoins
“The Profit” seems to be a really interesting TV reality show
Who is to blame for GE’s problems ?
Monish Pabrai’s new 5 stock “Uber Canibals” portfolio
Japan seems to have changed a lot in the last 10-15 years
Deep thoughts on un-bundling, re-bundling and Robo Advisors
Good thoughts on the probable path to autnomous driving
A detailed and rare feature of Eddie Lampert
UK Funeral company Dignity could be an interesting stock after dropping -70%
Very interesting thoughts about spin-offs from Greenwood
Bill Ackman had another pretty bad year in 2017
Some troubling Figures about loan volumes and credit quality
Prof. Damodaran (again) tries to value Spotify ahead of its IPO
A very nice illustration of the impact of volatility on investment returns
Why Cryptokitties could become something much bigger
Prem Watsa’s 2017 shareholder letter is worth reading
For Mexican stocks, insider trading seems to be normal
“Concierge Brands” can take away a lot of value form “Normal” brands
Prof. Damodaran is trying to value Spotify ahead of its “IPO”
A look into DE Shaw, one of the earliest and most successful Quant Hedge Funds
Must watch: Crypto currencies explained by John Oliver
Wyndham Worldwide looks like a potentially interesting Spin-off situation
US Company audit reports might be soon much more interesting to read
Japanese Game companies could be worth a look
Forager Funds on why Dividends should be taxed higher in Australia
Why antique furniture is so cheap these days
A critical view on Share buybacks
A deeper look into the Coinbase crypto index fund plus a nice overview of the major crypto currencies
Will the current success of momentum investing turn into a curse ?
Morgan Housel on life changing ideas
Will Spotify be ever really profitable ?
The API model will change the Software industry profoundly
