Fellow blogger “Sir Wexboy” with a very nice write up on Irish staffing company CPL Resources
A collection of pitchesfrom the London Sohn Conference
Why Enterprise SaaS companies tend to have lower margins these days (hint: AI is expensive…=
An interesting post for Scott Galloway on luck, skill and other stuff
Another “great books of 2019″ list from Bloomberg
YetAnotherValueBlog with 3 interesting “Post mortems” on investments gone wrong
A list of 52 interesting and surprising (general) facts
A great series on TV/Media companies at YetAnotherValueblog: Intro, part 1 -broadcasters, part 2 – networks, part 3 – sports rights
2019 seems to be a depressing year for active fund management
GreenWood on changing investment thesis and why they still like TripAdvisor
The best stock market in 2019 so far is ….Russia !!!
Q3 Letterfrom the Bireme Fundamental Value fund
The “Chinese tesla” Nio is in deep trouble
A good overview on African capital markets from Ashmore
The Brooklyn Investor with another great all-around post (Streeaming, Malone, bubble watch)
VC “Guru” Paul Graham on bus ticket collectors and the importance of obsessions for success
The yetanothervalueblog with one of its typical wide ranging posts (
Some interesting ideas taken out of Q3 hedge fund letters (ATT, Luxotica etc.)
Forager’s 2019 Book recommendations
Morgan Housel recommends not to follow any gurus
Are AI/data driven strategies to be blamed for the underperformance of Value Investing ?
The UK Value investor discusses his worst investment ever (Xaar)
Great Vanitfair story on WeWork and Adam Neumann
Damodaran on the ARAMCO IPO: Part 1 and part 2
And a (justified) comment from Alpha Vulture on Damodaran’s treatment of “truncation risk”.
Seth Godin on the “Google Tax”
This is another book that I have been waiting for to read for some time. Jim Simons is maybe not a household name in investing, but his Renaissance Technology fund (Rentech) has clearly on of the best track record of any investment vehicle in recorded history. However, other than some other famous investors, Rentech was (and still is) so secretive that hardly anyone had a clue how he/they did it.
Interesting view on the “streaming wars”: It is not a “winner takes it all” game (Netflix, Disney)
The finance industry is increasingly using SPVs to trade hot startups Pre-IPO (Search result)
Gread “post mortem” on Restaurant Group Plc by John Kingham
A very critical view on online advertising
AQR/Cliff Asness thinks it is time to “tilt” towards “value stocks”
November update from Stock Spin-off Investing
Norway proves that there is still a lot of oil left in the North Sea
Valuesque with a great post on extremely creative accounting at Grifols
A great collection of (less frequent) news sources for investors
UndervaluedShares on J.G. Boswell, a little known OTC listed company holding a lot of land (and water rights) in California
Good advice: Forget about stock market Calendar anomalies
The yetanothervalueblog with an October update (very comprehensive…)
Great post on what makes Costco such an unique company
Investors experience burn out, too
The “beer King” Anhauser Busch Inbev has seen better days
Interesting thought: Value stocks have performed in line with historical expectations but the anomaly is the performance of growth stocks
Third Point (Dan Loeb) Q3 letter
A very deep look inside the technology behind Elastic, one of the current SaaS superstars
Oddball Stocks on the problems with “sum of part” plays
Some recent updates on the GlobalStockPicking blog portflolio
“Super Pumped”, written by NYT reporter Mike Isaac is a very recent book about Uber, the world’s first and biggest ride hailing company. The book covers Uber from the very beginning until the most recent events when founder Kalanick was forced out by investors and replaced by Expedia CEO Dara khosrowshahi.
Ding Dong: Next round in the fight between the Financial Times vs. Wirecard
Must Read: Valuesque on Related Party transactions
Notes from the SFC Sohn conference: part 1, part 2
Neil Woodford’s fund empire has collapsed in Record Time
The Fall 2019 issue of Graham & Doddsville
Prof. Damodaran on the IPO vs. Direct Listing question
Swen Lorenz with an interesting post on Virgin Galactic’s upcoming “Back door” listing
value and opportunity 