“Machine, Platform Crowd” tries to summarize what in the author’s view are the currently most important changes that will impact both, individuals and companies going forward:They call it the “Triple Revolution” consisting of:
The 2017 annual letter of the TGV Truffle fund (Tripadvisor, India)
a16z podcast on the state of self driving cars
Ben Thompson on the Amazon / Berkshire / JPM Healthcare Healthcare announcement
Why predicting the future is really really hard
The Winter issue of Graham & Doddsville
“Alpha Male” Hedge Fund managers on average seem to underperform
Pershing Square (Bill Ackman) investor presentation
2017 Letter to shareholders for the TGV Partners Fund
2017 Letter to shareholders from Rob Vinall (RV Capital)
2017 Letter to shareholders from TGV Rubicon Stockpicker
Oaktree’s Howard Marks with his latest memo
John Kingham (UK Value Investor) with his leesons learned in 2017
The 5 levels of investor evolution
And a Jack Ma (Alibaba) interview from the World economic Forum
Fellow blogger Wexboy had a very decent year in 2017
Interesting (and funny) post of someone who founded a very unique Private Equity fund in 2017 (and met Charlie and Warren) (h/t Valueinvestingworld)
2017 Annual letter of the Fundsmith Equity fund
David Einhorn’s Q4 2017 letter
MUST READ: Some deep (and balanced) thoughts on the potential longer lasting effects of Blockchain technology (Watch out Uber, Facebook, Google…)
The UK Valueinvestor looks at UK homebuiler Galliford
Farnam Street blog explains how to use Expected Value in decision making
Prof. Damodaran analyzes the impact of the US tax code changes
Morgan Housel with some deep thoughts on financial markets and addictions
Some thoughts on the Softbank / Uber deal
Software companies usually don’t have big moats (h/t Valueinvestingworld)
The Value Investing France blog with its 2017 review
The 2020 sulfur cap on ships might lead to profound impact on commodity trading
Forager on symptoms of a stock market mania
Mark Zuckerberg wants to look at Crypto Currencies in 2018
Prof. Damodaran has released his annual data update on > 40k companies
Jeremy Grantham sees the “risk” of a near term market “melt up”
UK Value Investor with an in-depth review on why he sold BP
Bloomberg article describing Masa Son’s (Softbank) unorthodox VC investment style
December Issue of Value Investor Insight (h/t Valueinvestingworld)
Plus a selection of the Top 10 Videos of a16z (Andreessen & Horowitz)
Michael Mauboussin on how to compare alternatives
Year end portfolio review of Clark Street Value
Eddy Elfenbein has released his 2018 buy list
A good write up on Dairy Farm from the Globalstockpicking blog
Digital advertising is a massive duopoly
Why Bitocin took so long to succeed
Estonia seems to be the first E-Country
Again the promise: This will not become a Crypto Currency blog. On the other hand I really find the topic fascinating and maybe one or the other reader finds it interesting too.
After looking at rather non-exciting ICOs like Naga Coin and Whysker, I decided to have a quick look at IOTA.
Why IOTA ?
First of all, IOTA is also based in Germany and I want to know what is going on in my home country. Secondly, I was surprised that Robert Bosch AG, the very conservative privately hold German auto supplier invested in IOTA coins a few weeks ago. Although Bosch did some stupid things in the past (like buying Ersol and Aleo Solar), it is nevertheless an interesting move.
What a story: Sam Antar vs. Overstock.com vs. Marc Cohodes
2017 review of the highly recommended Stratechery blog
Nate from Oddbal thinks that no one in investing has an edge
Franam Street blog’s 2017 annual letter
Interesting interview with David Einhorn
Another bites the dust: John Griffin closes down Blue Ridge Capital
Some interesting thoughts on Goodwill
and of course:
Exactly 7 years ago now, the first (German) blog post appeared on this site.
As I have done in the past years, this is a good time to reflect about happened over the year. Again a huge THANK YOU to all readers and especially those who actively contributed by commenting (critically) or sending Emails. And those who are suffering my sloppy spelling and grammar….
I am still surprised that I manage to keep this level of activity in the 7th year, but knowing that a lot of really smart people read my post is a fantastic motivation to keep going and try to become better.
Thank you again !!
The 10 most popular posts written in 2017
value and opportunity 