UK “guru” Neil Woodford tries to explain his currently bad performance (incl. Provident)
Some interesting thoughts on mining stocks
Ad agencies vs. platform companies
“Big Money thinks small” looks like a really interesting investment book
Nacco Industries looks like a potentially very interesting spin-off candidate
Some interesting thoughts from Horizon Kinetics (FRMO, Murray Stahl) on “investing” in Cryptocurrency (and other stuff)
Almost a year ago, I reviewed the excellent book “Digital Gold” which covered the story of Bitcoin from its beginnings.
Back then I said the following:
I have absolutely no clue what a fair price of a Bitcoin might be. But I believe that in order to have value it has to be widely used and not just to speculate on an increase in value. Personally I would never “invest” in Bitcoin as for me, an investment needs to produce cashflows.
Well, this was (so far) one of my weaker calls. Back then in September 2016, Bitcoin traded slightly below 600 USD, at the time of writing, the price has went up almost 8 fold to 4500 USD per Bitcoin (at the time of writing).
Book review: Attack of the 50 foot Blockchain
A realistic view on self driving cars
How Whole Foods (and grocery stores in general) will look after having been taken over by Amazon
Good write-up on a company called Quest Resources
A primer on the video gaming sector (h/t valueinvestingworld)
Geoff Gannon thinks that Cheesecake Factory, Howden Joinery and Omnicon are still good value
Value Investing favourite Gilead made a large acqusition
12 attributes of scalable businesses
First hand experience of value investing in Africa (h/t qed1984)
Morgan Housel summarizes his learnings of hist first year at a VC
John Kingham (UK Value Investor) shares his 39 lessons on investing
Bill Ackman has a new acivist position: ADP
Some deep thoughts on Disney (vs. Netflix)
A couple of good spin-off links
Jeff Matthews doesn’t like Uber
John Huber likes Tencent a lot
Some interesting statistics from the US bond markets
Maersk and Amazon are clashing to control the container industry
Is cloud computing already a legacy technology?
Nice portrait of legendary trader & Hedge fund manager Stanley “Druck” Druckenmiller
An alternative perspective on the multitude of crypto currencies
How to name a new (hedge) fund
Prof. Damodaran updates his Tesla valuation and wonders about the debt financing
Interesting thoughts on product pricing and gross margins
Wexboy with a portfolio update
Half year report of TGV Truffle funds (NOV, DNOW)
Half year report of TGV Rubicon Stock Picker
Damodaran with a great summary on Crypto currencies (Bitcoin)
Interesting: Analysing companies via word clouds
Farnam Street on filter bubbles
DryShips, the world’s weirdest listed stock ?
