value and opportunity

A good overview of event driven investing

Some links related to current and upcoming Spin-offs

A good overview of current issues in the Turkish Banking sector

The UK Value Investor looks at SaaS company Sage Plc, 

Uber is going vertical towards Mobility as a Service (MaaS)

Depending on where one reads, Waymo, Google’s Self driving unit is either a fantastic success or “people absolutely hate it”

Liqtech could be an interesting “punt” on changing regulation for the shipping industry

Has China’s tech bubble already exploded ?

Fred Wilson on the first mover (dis-)advantage

The “Chickenshit Club” seems to be a very interesting book as well as “Lying for Money”

The New Yorker has a great feature on Paul Singer (Elliott)

A very interesting and detailed portrait of TripAdvisor

What a surprise: Elon Musk “is excited to stay as CEO of a public listed company”

 

 

FTAlphaville compares Turkey to Thailand and Malaysia in the 90s Asian crisis

The Canada Goose stock looks VERY expensive

Some good insights into short selling from Glenn Chan

Bill Gates recommends to read  the book “Capitalism without Capital”

A deeper look into Alibaba’s “numbers salad”

Bronte’s John Hempton tires to understand why Bayer shareholders didn’t stick around after a wave of lawsuits seems to hit newly acquired Monsanto

Off topic: rest in Peace Aretha Franklin

 

 

Prof. Damodaran on the “Tesla going private” story

Interesting interview with the CEO of Spotify Daniel Ek

Junior Mining companies have been bad investments over the last 20 years

Maybe the loss aversion bias is less important than previously believed ?

GMO still likes emerging market stocks

How low can the Turkish Lira go ?

Some decent tips for aspiring fund managers

 

John Hemptan from Bronte likes  small business accounting software company Xero

David Einhorn still has a very bad time (Greenlight Q2 report)

The power of indices: Example Siebert Financial

10 very smart insights from a Venture Capital veteran

Big City real estate markets seem to run out of steam

33 “hacks” from Ryan Holiday on how to be a happy & productive person

 

 

Unintended consequences: Ride hailing apps seem to increase inner city traffic

The “Old” valuation ratios don’t work that well anymore

Quant Investing is now a thing in Venture Capital, at least at Google

Seth Godin with a good list of books worth reading

Great piece from VC investor Fred Wilson on “investment pace”

Forager defines its own “investment edge”

Y Combinator’s Summer 2018 book list

Edit: Don’t miss the 2018 half year report from the TGV Truffle fund

Must read: Extremely wise words from Marc Andreessen on how to grow a (Tech) Company

It’s half-year report time:

TGV Partners fund (among other with Grafenia Plc as new position)
Rob Vinall’s RV Capital (AddLife and PSG as new positions)
TGV Rubicon

A few thoughts on Overstock.com

Best Buy is thriving again despite Amazon. A blue print for others ?

The UK Value Investor with 4 rules for selling stocks

And don’t miss Wexboy’s Half year update

 

 

 

Mega Unicorn WeWork forbids its employees to expense meals containing meat

Ever wanted to own a piece of an Airbus A380 ? OTC Adventures has found a way to do so.

Smart phone cameras are the enemy of secretive hedge funds

Nick Train thinks that (deep) value investors should be VERY careful these days

A nice profile of value investor Chuck Allmon

Are you looking for trouble in the financial markets ? BBB Corporate bonds are a good place to start

Some links related to Stock spin-offs. Veoneer looks actually very interesting.

 

 

The UK stock market seems to be fairly valued at the moment

Good story on how Booking.com fights back against AirBnB

The similarities between Intel’s fail at mobile and ICOs

The incredibly shrinking balance sheet of Steinhoff

29 life changing lessons thar one of my favorite authors (Ryan Holiday) learned from another (Tyler Cowen)

A great and comprehensive overview how things are currently in Italy

The Andreessen Horowitz summer nook reading list