Interesting feature about “NFT Investor” MetaKovan
Good article on successful stock bloggers (Jeremy Raper)
The Monevator on Decentralized Finance (DeFi)
Great article from “legend” Charles D. Ellis about his personal investment highlights
OAM 2021 letter to investors with a Bull case for Asia (China, India)
Great post from Neckar on David Tepper (Appalosa)
Marc Rubinstein on Swiss Private Banking and UBS
Good feature on short seller Nathan Anderson (Hindenburg)
Financial advice on TikTok is ….gross
Start-up funding in 2021 doubled to over 600 bn globally
Rob Vinall’s 2021 letter to investors (Carvana)
The New Yorker on DAOs
The case for Crypto being a big Ponzi
An interesting look into the underwhelming performance of Hedge Funds
TGV Truffle had a great year, annual letter to be found here (Zooplus, Aareal, Talgo)
TGV Rubicon annual letter 2021 (Aumann, Hostelworld, Ceconomy)
Good write-up on French “Hidden Champion” Pharmagest Interactive
Interestingly, Norway has become the forerunner for heat pumps
An in-depth look into the Activision-Blizzard acquisition by Microsoft
Some deep thoughts about long term implications of company capital allocation for investors
Scott Galloway with an interesting perspective on the Elisabeth Holmes/Theranos trial
MSA Capital 2021 annual letter (Sytem1, ABF)
Interesting 2021 Letter from a fund I didn’t know: Curreen Capital
2021 Shareholder letter from newly founded REQ Capital (Constellation Software)
Fundsmith 2021 letter to shareholders (Unilever)
Lou Simpson, the legendary CIO of GEICO passed away last week
A great in-depth look into the Beanie Baby Bubble in the late 90s
Joachim Klement with interesting stats on National differences in productivity
Interesting long read about Matt Mullenweg who wants to create the “Berkshire of the Internet”.
Deep dive into soon to be listed PE stalwart TPG from Marc Rubinstein
Some insights into what you actually get when you buy an NFT (hint: It’s not even the pixels…)
Great Morgan Housel post on the power of stories and irrational actors
A good reminder from Morningstar, how awful SPAC deals are for “non-promoters”…
After a few decades of deflation, Japan looks cheap from a currency perspective
The Alpha Vulture blogs celebrates 10 years and an incredible track record of 30% p.a.
Always worth a read: Saxobank’s ten outrageous 2022 predictions
Eddy Elfebein’s 2022 buy list is out
Interesting Tweetstorm from Vitalik Buterin on many aspects of Crypto
Highly recommended: An interesting and comprehensive 2021 review from Searching4value
A collection of 21 things that got better in 2021
Maynard Peyton’s 2021 review is worth reading (UK small cap focus)
Clark Street Value had an impressive 2021
“It turns out that (Bill) Foley is John Malone on steroids” – self recommending
Decent write-up on TFF Group
Some book recommendations from Morgan Housel
Good deck from VEF on the Indian payment opportunity
Chinese company Shein is disrupting Fast Fashion
Recommended: Ben Evans annual presentation on future trends
A good perspective on stock buybacks from Junto
The best definition/explanation of Bitcoin I have read so far (Spoiler: Bitcoin is Art)
Tyler Cowen on Magnus Carlsen and the future of Chess
Highly recommended: Very insightful analysis why Casper (Online Mattresses) didn’t make it as a public company
A nice pitch for Nintendo as an investment
Nice review of “The Delusions of Crowds”, a new book by William Bernstein
Monevator on the end of P2P Lending (in the UK)
A very critical but equally fascinating interview with one of the Cofounders of the ConstitutionDAO
Greenwood Q3 letter on short selling and owner-operated companies
An interesting intro into the fertilizer market including investment opportunities
The 5 favorite books that Bill Gates read in 2021
Annual portfolio update of Bull, Bear & Value including a few interesting Israelian stocks
Great deep dive into payment company Adyen
Q3 letter of Hayden Capital with interesting thoughts on “next Gen” consumer behaviour
WaPo article on how chess is evolving into an E-sports discipline (unfortunately no mentioning of Play Magnus)
Update: Unfortunately the first version of this post contained (too) many spelling errors. I released it too early and somehow spellchecking does not work within the WordPress editor. Apologies.
In my opinion, any investor can learn a lot about any book about financial scandals. Maybe even more compared to most “how to invest” books.
“Billion Dollar Whale” is no exception. This book tells the story of a young Malaysian guy called Jho Low who managed to steal around 5 bn USD from the Malaysian Sovereign Wealth Fund 1MDB.
