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)
A couple of good spin-off links
Jeff Matthews doesn’t like Uber
John Huber likes Tencent a lot
Some interesting statistics from the US bond markets
Maersk and Amazon are clashing to control the container industry
Is cloud computing already a legacy technology?
Nice portrait of legendary trader & Hedge fund manager Stanley “Druck” Druckenmiller
An alternative perspective on the multitude of crypto currencies
How to name a new (hedge) fund
Prof. Damodaran updates his Tesla valuation and wonders about the debt financing
Interesting thoughts on product pricing and gross margins
Wexboy with a portfolio update
Half year report of TGV Truffle funds (NOV, DNOW)
Half year report of TGV Rubicon Stock Picker
Damodaran with a great summary on Crypto currencies (Bitcoin)
Interesting: Analysing companies via word clouds
Farnam Street on filter bubbles
DryShips, the world’s weirdest listed stock ?
Ben from WertArt with an “epic” analysis of Gilead
Podcast interview with Tucows CEO Elliot Noss on investing in a Changing World (h/t Valueinvestingworld)
Some presentations from ValueX Vail (including Tripadvisor, registration required)
A very good summary on Kinder Morgan and mistakes made
Spain finally seems to have made it out of crisis
An interesting comparison between Microsoft now and IBM 25 years ago
Edit: Interesting job offer from Active Ownership Capital (the guys behind the Stada deal)
TGV Partners 6M 2017 report with interesting thoughts on acquisitions, Amaysim and Tucows
What Bill Miller does these days (Spoiler: He slso owns als Bitcoins)
And finally, “Deep Work” author Cal Newport on why you should quit social media:
Ted Seides, the author of this book came to some fame because of his 2007 bet with W. Buffett where he claimed that he could pick 5 (hedge) fund-of-fund managers which would outperform the S&P 500 over the next 10 years. He already admitted to have lost before the 10 years end.
Good post from 25iq on how to value subscription based businesses
Don’t miss: Barry Ritholtz interviews Ed Thorp
By coincidence I also found this interview with Ed Thorp’s initial partner Jay Regan
Some thoughts on Mining stocks from Forager
What’s next for the Asset Management industry ?
Patience is a potentially big competitive advantage for investors
Vomiting (among others) is a big problem for Robo taxis
An enthusiastic analysis of Trupanion (h/t valueinvestingworld)
A two part series on the decline of the American Mall: Part 1 & Part 2
Compagnie Lebon from France looks potentially interesting
Midyear review from Clarkstreet Value with some interesting Special Situations
Forager Funds likes Australian company CTI
Interesting thoughts on Google and monopoly power
Summer reading list from Market Folly
The battle for Whole Foods might just have started
Where are we in the Potash price cycle ?
Interesting feature about short sellor Andrew Left (Citron)
Tim Ferris Ted Talk on Stoicism
Why any Blockchain technology needs Governance, too .
Good post on four less known but very influential “Heroes of Investing”
value and opportunity 