value and opportunity

Why investing and Quantum Physics have a lot in common (h/t Valueinvestingworld)

Mark Cohodes vs. Warren Buffett (Home Capital)

A deep (and disturbing) look into the matress online business

The curious case of the BINDQ liquidation trust

Interview with Danny Meyer, founder of the Shake Shack chain

Interesting thought: Cryptocurrencies are “Non-Financial Collective Equity”

Graham & Doddsville Fall 2017 edition

 

 

Geoff Gannon has been writing a lot this week: The Danger of holding onto great stocks, why you should avoid the value investing crowd and his 4 favourite blogs

Seth Klarmann’s Baupost is holding a lot of Puerto Rico debt

John Kingham looks at five “high yielding” UK stocks

Eddy Elfewnbein’s high quality stock watchlist

David Rubinstein interviews Masayoshi Son (Softbank)

A good overview of the Internet economy in China

Some interesting thought on “Must happen” mean reversion

Invest like Warren Buffett but don’t eat like him

Notes from the “Great Investors Best Ideas” conference

Notes from the Sohn San Francisco conference

Will Google become the next Apple ?

An interesting experiment: “Word mining” of management statements

Shopify: A great business or a “get rich quick scheme” like Herbalife ?

A very critical article on DaVita Healthcare

How Warren Buffett runs the pension plans of his companies

Whitney Tilson is closing his fund (because of “sustained underperformance”)

The UK Value investor explains why stocks high dividend yields can be dangerous (Stagecoach, Inmarsat)

Ben from Wertart likes DFS furniture

Long and detailed Reuters piece on the “Wild Wild West” nature of Bitcoin exchanges

A deep dive into the strange new world of initial Coin Offerings

Wexboy with a great round up of all listed stocks that have some relationship with Cryptocurrencies

Why machine learning investment strategies fail (so far)

Don’t miss: Today is the last day to sign up for the free “Venture Deals” online course.

It seems that shareholder activism is slowly coming to Japan

A very interesting attempt to value Teva

The interesting case of Home Capital shareholders rejecting a (second) capital injection from Berkshire

 

UK “guru” Neil Woodford tries to explain his currently bad performance (incl. Provident)

Some interesting thoughts on mining stocks

Ad agencies vs. platform companies 

“Big Money thinks small” looks like a really interesting investment book

Nacco Industries looks like a potentially very interesting spin-off candidate

Some interesting thoughts from Horizon Kinetics (FRMO, Murray Stahl) on “investing” in Cryptocurrency (and other stuff)

A realistic view on self driving cars

How Whole Foods (and grocery stores in general) will look after having been taken over by Amazon

Good write-up on a company called Quest Resources

A primer on the video gaming sector (h/t valueinvestingworld)

Geoff Gannon thinks that Cheesecake Factory, Howden Joinery and Omnicon are still good value

Value Investing favourite Gilead made a large acqusition

12 attributes of scalable businesses

First hand experience of value investing in Africa (h/t qed1984)

Morgan Housel summarizes his learnings of hist first year at a VC

John Kingham (UK Value Investor) shares his 39 lessons on investing

Bill Ackman has a new acivist position: ADP

Some deep thoughts on Disney (vs. Netflix)