How Solar energy became “insanely cheap”
Interesting deep dive into Nintendo’s strategy
A few insights from Berkie’s annual shareholder meeting
Klement on Investing makes a good case for CO2 certificates
The Amex Black Card looks like a really good deal….if you are rich enough to get it
A very good reminder: Now is the Golden Time for financial scams of all sorts
Good check list on how to avoid Value Traps
Interesting view when and especially if all workers return to the office and another good article on the same subject
A16Z on the booming Fintech scene in LatAm
Good Carson Block (Muddy Waters) feature in the Institutional Investor
Great deep dive into Evolution Gaming
The risks of trying to arbitrage Bitcoin Futures
Also “interesting”: Cathy Wood and Jack Dorsey see Bitcoin as an enabler for the energy transition to clean energy
A good collection of Spin-off related links (Dell/VMWare, others)
An interesting overview how retail spending in the US has developed since the beginning of the pandemic
A “behind the scenes” deep dive into the development of the J&J Covid-19 vaccine
A great allegory on the difference of investing like an Octopus vs. investing like a Shark
How Square succeeded in the hard fought payments business
Canary Wharf is trying to fight itself out of the Covid-19 hole
Although his performance is bad, David Einhorn is still writing decent investor letters
Which game in investing are you playing ?
WeWork is coming back as a SPAC. Is it any better now ?
Muddy Waters on the Archego blow up
Matt Mullenweg, founder of WordPress, has some beef with competitor Wix
International Value Advisors (IVA) once had 10 bn under management but has shut down recently
Jamie Dimon’s annual letter to JPM shareholders is worth a read especially Chapter III on competition for banks
Pareto Securities is organizing an online Tech/It conference (open also “for free” for private investors) on April 20th with a lot of interesting Small Cap companies form Germany and Norway (including Bouvet).
An interesting view: Comparing the build up of avalanches with financial markets
Bloomberg article on the meltdown of the Archegos Hedgefund
A “Must read” memo from Rob Vinall on how to adapt to rapidly changing markets
Prof. Damodaran with an interesting deep dive into rising interest rates vs. stock valuations
The Atlantic on the potential of mRNA technology
Yetanothervalueblog likes Discovery, one of the Archegos “victims”
A “conversation with Bill Ackman” from January but still relevant (SPACs etc.)
Interesting starter post on “Nordic Sidecar Investing”
A very critical look at the Deliveroo IPO
Value Investing with Legends Podcast with Florian Schuhbauer and Klaus Roehrig – Applying Activist Tactics to European Markets
Yale University owns a (now) 373 year old Dutch Bond that is still paying interest
Can Intel “pull off a Microsoft” this time ?
Good Investing with a nice interview with Per Brilioth (Vostok New Ventures)
Bill Gates does another AMA on Reddit
Felix Salmon tries to explain what is going on in today’s YOLO market
Beeples “NFT” sold for 69 mn USD, Jack Dorsey’s first Tweet is “only” worth 2.5 mn USD
A deep look into Coinbase pre IPO
John Hempton tries to answer the question who is holding the bag in the Greensill debacle (part 1 , part 2) besides the German Taxpayers
Bessemer Venture’s State-of-the-cloud 2021
Ben Thompson with a deep dive into Roblox
The book:
What do you get if one of the richest (and maybe smartest) persons on the World decides to dedicate a few years to understand Climate Change and then writes a book about it how to solve it ? In this case you you will get a very structured, non-dogmatic book with a lot of interesting insights.
Very interesting deep dive on Amazon’s cash flow statements
Video from the annual shareholder meeting of Fundsmith (Terry Smith)
Deep read on lipid nanoparticles which made mRNA vaccines possible
In the US, Sports programming has suffered badly last year
March Spin-off links from Stock Spin-off Investing
A great reminder from Klement on Investing that currency speculation is really hard
Investor Amnesia on historic bubbles of collectibles (Rabbits, hens, Tulips…)
Berkshire Letter to Shareholders 2020
Broyhill Q4 Letter including a write up on Sam Zell’s Equity Commonwealth (EQC)
YetAntotherValueBlog with its wide ranging monthly post (Virtu, SPACs etc.)
Sneakers have become a financial asset class including, indices, exchanges and of course HFT bots
Digital block chain linked videos seem to become a “hot” asset as well
Clark Street Value on the Technip Energy Spin-off situation
RagnarisaPirate really likes Thryv
