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
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)
