Market folly has a great collection of pitches from the London Value Investor conference
A good summary why most investors these days hate banks
Wexboy with a very nice write-up on a company called Applegreen
The unstoppable rise of the QR code in China
Interesting thoughts about the carnage in retail stocks and a follow-up post
Wow, my blog has been included in the “50 Of The Best Investing Blogs On The Planet”
Another reason to trade less: Decision fatigue
Some interesting musings about how to find 28 baggers (Trifast)
Geoff Gannon’s former partner Quan with interesting thoughts about investment writing and Quants vs. longterm investors
Bery Ritholtz’s summer reading list and 5 books recommended by Bill Gates
A good collection of studies for spin-off stock price action directly after the event
A good write-up on Seritage Properties (one of Buffett’s personal positions)
Forager Funds likes Enero
Longcast Investor’s Q1 report
Some very good advice for (the last remaining) short sellers
Why Under Armour is struggling
How to report growth when you are a company which does a lot of M&A : constellation Software 2016 letter to shareholders
Richard Branson’s must read book list (70 books) (h/t valueinvestingworld)
For fans of Contingent Value Rights (CVR), Innocoll might be worth a look
How PE funds “pump up” their returns. Howard Marks with more thoughts about the use of these “subscription lines” in PE funds.
Facebook behaves like an old school monopoly
A detailed analysis of H&M the Swedish clothing retailer
Why price setting at online retailers these days is similar to High Frequency Trading
Don’t miss: Jeff Bezos’ 2016 letter to Amazon share holders
A great collection of business/investing book reviews from Abnormal Returns
An interesting write up on German “Amazon for animal feed” company Zooplus
Good idea: Write down everything what you have learned about investing in simple sentences
A good collection of articles about Blockchain technology
On the virtues of writing for investors
Intelligent thoughts on second and third order effects of electrical / fully autonomous cars. However with regard to car insurance it seems there are some unexpected side effetcs of this trend.
The Brooklyn investor has a look at the Jamie Dimons letter to JPM shareholders
Horzon Kinetics with some interesting observation on Index ETFs
Alpha Vulture on Italien Real Estate Funds. By coincidence also Ben from Wertart covers two of those vehicles in more detail.
Why Softbank bought Fortress (with a lot of stuff about “alternative” asset managers)
A pretty wide and deep view on what matters with regard to Brexit
David Einhorn wants to create a new share class for General Motors. Plus the unavoidable slide deck.
Sears seems to be Eddie Lampert’s Waterloo
LNG bunkering’s time still has yet to come
The “Global stockpicking” blog’s first year review
An interesting reply to John Hempton’s post “When to average down”
Good overview about the current state of the mechanical watch market
The author of the book is Nils Kröner, a German who among others worked as consultant at McKinsey, at Barclays and for AKO capital before he became professor.
The book has been written following the big financial crisis and starts with a review about what went wrong in general.
Then he introduces the “7 deadly sins of banking” that contributed in his opinion to the banking crisis which are:
Uber’s self driving cars don’t seem to make much progress
Deep thoughts on the Intel / Mobileye deal and value creation in different industries
Elon Musk’s recommened reading list (h/t marketfolly)
Fairfax 2016 letter and Markel 2016 letter to the shareholders
Prof. Damodaran revisits his (mostly broken) Valeant case
Popular stocks within stock forums perform really (really) badly
As I currently own a 5% poisiton in (special situation) Biotech company Actelion, I thought it makes sense trying to learn at least a little bit about Biotech.
By chance I came across the book “Genentech – The Beginnings of Biotech” which recounts the history of Genetech from the very early beginnings in the 1970s until the company went public in October 1980.
value and opportunity 