Why Paul Singer (Elliott) always wins
Very funny: How to become the #1 restaurant in London on Tripadvisor
Spotify AB seems to go for a direct listing on the stock exchange without an IPO
Momentum investing was king in 2017
Deep thoughts on auctions and Tripadvisor from Greenwood Investors
Ben From Wertart likes Pershing Square Holdings
Market Folly has a good collection of Sohn London pitch notes
A very interesting collection of turnaround stories (BCG)
12 indicators that your value stock might be a value trap
If Bitcoin is not tangible enough, maybe sneakers as an investment make more sense ?
An eclectic book list from the Franam Street blog
Some thought on why Jeff Bezos is a great CEO
General Electric seems to have made many mistakes in the past years
Why ICOs issued by companies might not be that positive for its shareholders
The Brooklyn Investor has similar thoughts on Buffetts 100 bn cash pile than I had
Reckitt Benckiser might be a high debt low growth “time bomb”
Monish Pabrai’s simple spin-off investing strategy
Nate from Oddball sees very little value these days
Steel Partners Preferreds might be worth a look
Forager observes that animal spirits are back in the mining sector
Glen Chan with a good summary of the risks with Chinese stocks
Hard times for Bill Ackman – Q3 report of Pershing Square
Will the P/B “factor” ever make a come back ?
15 Questions to ask management of a company (as an analyst).
Virtual Reality E-Sports seem to have some potential
John Kingham has found 3 trustworthy dividend stocks (Admiral)
How to change the culture of a large organisation (Honeywell)
The author Jason Calacanis seems to be a kind of “celebrity Angel Investor” in Silicon Valley, most famous for being on of the original Angel Investors of Uber. He started out as a blogger, founded some companies and then decided to become an early stage Angel Investor.
How Amazon, Google and Facebook created the “Trinet”
Two interesting special situations: CBS Radio Reverse Morris Trust and VICI properties
Ocera Therapeutics, a Pharma take-over with a Contingent Valur Right (CVR)
L Brands (Victoria’s Secret) looks cheap
An interesting collection of “far off the beaten track” stocks
The Venture Capital sector looks pretty screwed up at the moment
Q&A with Lou Simpson (EX CIO of Geico)
Forager thinks that Buffett could/should take over General Electric (GE)
Interesting interview (Podcast) with famous financial author Roger Lowenstein (Buffett, Munger, Fed)
Rick Bookstaber on the current low volatility market
Risk free rates are at a 800 year low
A playbook of how the current Crypto Bubble could implode
The “Buffett of Saudi Arabia” Prince Alwaleed seems to have been arrested
Who doesn’t like to own a stock which increases by a factor of 100 ? The introduction of the book promises that it will tell the reader all he/she needs to know about 100 baggers and that anyone can invest in them.
Ben Horowitz these days is known best as co-founder of Venture Capital firm A16Z or Andreessen & Horowitz. He is also famous for being an early employee of Netscape and founder of a company called Loudcloud and then Opsware which he sold to HP for 1.6 bn USD.
Forager with a mini case study on how a good business can quickly deteriorate
An analysis of TABS Holland, a pretty obscure stock from the Netherlands
Notes from the “Capitalize for kids” conference (Einhorn)
An interesting slide deck on High Frequency Trading
Prof. Damodaran thinks Bitcoin is a currency (and not a very good one), not an investment. Plus a follow up.
There is too much money in Venture Capital these days
Must Read: “How to remember what you read” from Farnam Street
value and opportunity 