value and opportunity

Forager on buying high risk stocks 

Bill Ackman is having issues at Pershing

Great portrait of the very frugal CEO of Fastenal

An interesting approach to value Bitcoins

“The Profit” seems to be a really interesting TV reality show

Who is to blame for GE’s problems ?

Monish Pabrai’s new 5 stock “Uber Canibals” portfolio

Japan seems to have changed a lot in the last 10-15 years

Deep thoughts on un-bundling, re-bundling and Robo Advisors

Good thoughts on the probable path to autnomous driving

A detailed and rare feature of Eddie Lampert

UK Funeral company Dignity could be an interesting stock after dropping -70%

Very interesting thoughts about spin-offs from Greenwood

Bill Ackman had another pretty bad year in 2017

 

 

Some troubling Figures about loan volumes and credit quality

Prof. Damodaran (again) tries to value Spotify ahead of its IPO

A very nice illustration of the impact of volatility on investment returns

Why Cryptokitties could become something much bigger

Prem Watsa’s 2017 shareholder letter is worth reading

For Mexican stocks, insider trading seems to be normal

“Concierge Brands” can take away a lot of value form “Normal” brands

Prof. Damodaran is trying to value Spotify ahead of its “IPO”

A look into DE Shaw, one of the earliest and most successful Quant Hedge Funds

Must watch: Crypto currencies explained by John Oliver

Wyndham Worldwide looks like a potentially interesting Spin-off situation

US Company audit reports might be soon much more interesting to read 

Japanese Game companies could be worth a look

Forager Funds on why Dividends should be taxed higher in Australia

Why antique furniture is so cheap these days

A critical view on Share buybacks

A deeper look into the Coinbase crypto index fund plus a nice overview of the major crypto currencies

Will the current success of momentum investing turn into a curse ?

Morgan Housel on life changing ideas

Will Spotify be ever really profitable ?

The API model will change the Software industry profoundly

 

Some gory details on fake sales, missing cash and other stuff at Steinhoff

Prof. Damodaran on the complicated relationship between interest rates and stock prices

Broyhill Asset Management 2017 letter

Wexboy with a partial portfolio update

The popular Crypto Exchange Coinbase seems to be a complete mess

Ben Thompson has some deep thoughts on recent IPO Dropbox

GlobalStockPicking blog looks at its 5 top holdings

 

The Semper Augustus 2017 letter (h/t valueinvestingworld)

David Einhorn’s Greenlight Re doesn’t do well these days

Food related stocks are suffering already from inflation

At some point in time GE stocks  could become interesting. But GE’s rating is important.

Morning Star’s top 10 high conviction stock picks

The historic tulip bubble seems to have been mostly a myth

2017 letter of Sabre Capital (John Huber)

Notes from the Daily Journal annual shareholder meeting (Charlie Munger)

Driverless cars might not be a safe as their main promoters often claim

A great and comprehensive list of essential readings to understand Crypto & Blockchain

Highly recommended: The 2017 Broyhilll Book club list

Some deep thoughts about what to do in a stock market correction (Spoiler: Nothing)

The UK value investor has a good post on how and when to let winning stocks run

Two of my favorite writers having a conversation: Matt Levine and Tyler Cowen

Low risk banks seem to be relatively better investments than their risky peers

Is chip maker AMD a potential “Proxy short” for Crypto currencies (Ethereum) ?

Polleit & Riechert 2017 letter

Bronte doesn’t like potential short selling disclosure rules (for good reason)

Ben from WertArt invested into Geospace Technologies

Very interesting htought: Could Expedia & Priceline become Hotel brands ?

The UK Value Investor explores if Interserve and 4GS could be the “next Carillion”