value and opportunity

Fred Wilson with some great thoughts on what happened in 2020 and what he thinks will happen in 2021

Swen Lorenz on potential UK take over targets

Good article on Claude Shannon, the “father of information theory”

Long Read: How Substack tries to become the platform for Email Newsletters

A few interesting 2021 predictions from Yetanothervalueblog

More 2021 predictions from Scott Galloway

It is 2020 year end review time for many fellow stock picker blogs such as:

Alpha Vulture blog 2020 performance
Valueinvesting France (French)
Bull, Bear & Value
Global Stock Picking
Preis und Wert Aktienblog (German)
Maynard Peyton
Clark Street Value
searching 4 value

Eddie Elfenbein with his 2021 Buy list consisting of 25 US large caps stocks

Scotland is now at 90% renewable electricity

Bill Gates with a great update & overview on Covid-19 vaccines and treatments and what to expect in 2021

Very interesting deep look into the value of music back catalogues (FT)

A good reminder: Why waiting for a crash to get into stocks never works

Forager likes troubled UK retailer Bohoo

More on the massive Russian hack that was detected only when they hacked a Cybersecurity company

 

An interesting but very scary story on the massive Russian hack that has been detected only recently

Ben Evans on what is next after the smart phone

9 lessons from Cycling (around the world) applied to investing

FTAlphaville on AIM listed company ThinkSmart

Deep thoughts on the future of the Container (ship) industry

Great paper on the recent SPAC mania and on who is holding the bag at the end

Softbank backed Compass is rolling up the US real estate brokerage industry 

Incredible story how 7 UK oil traders made 660 mn USD when the oil price went negative in April

Investment outlook from Broyhill Asset Management on the “return of Value”

Fred Liu (Hayden Capital) is up 200% this year and likes Afterpay from Australia

Fascinating deep dive into the API economy (Twilio)

Investment advice from 100 years ago (Spoiler: Still highly relevant)

Swen Lorenz from Undervalued Shares likes FEMSA

December update on mostly US spin-off situations

Prof. Damodaran tries to value AirBnB plus a very nice write-up on Booking.com vs. AirBnB

A sceptical look at the S-1 of DoorDash

A long and interesting look behind the scenes of Short sellers and their financial backers

The 30 best performing US stocks of the past 30 years

Great write up on Greek Yoghurt company Kri Kri from Smallcapseurope

Paul Graham (YCombinator) essay on how to be successful in YC interviews and how founders become billionaires

The WSJ estimates that 19-36% of business trips will be “Lost forever”

 

Interesting post on the British Brewery stock bubble 1885-1913

Some deep thoughts on the impact of video conferencing (Zoom)  plus a very interesting feature about the founder and history of Zoom

A good pitch for Spotify and what an impact a Spotify playlist has on the music industry

Bill Gates looks back at his book “The road ahead” from 25 years ago

A critical (longread) view on the current status of the Venture Capital industry

How the COBOL programming language still rules in Financial Services

EV/TAM is the new benchmark for Electric Vehicle manufacturers (pre community expenses of course…)

Interesting feature on German “Tech Investor Wunderkind” Christian Angermayer 

A  pitch for Slack as an investment

Great post on how Social Media compares with the beginning of Television in the 1950s

Good portrait form Barron’s on car salvage company Copart

Wexboy with an epic post on Crypto Investment company KR1

A good reminder from Morgan Housel that it is very difficult to predict what happens after the pandemic

And a good write up on Multi-Chem, a Singapore based IT distributor

 

 

Quants had a really shitty year so far

Prof. Damodaran with a recap of the “covid-19 stock market”

Valuesque with an interesting deep dive on how to report football broadcasting rights under IFRS (and on socks)

Some interesting facts about the pulled Ant Financial IPO

The three main global Custody banks seem to run the World’s worst oligopoly

Interesting analysis how cost of business travel (or lack of) influences global trade

A really interesting question: Which stock market is the most zombified one ?