General valuation / accounting know how

Risk free rates and discount rates for DCF

How to calculate Enterprise value

Operating Cashflow and interest expenses

Operating Leases and IFRS (German)


Special situations

Underrated Special situation: Deeply discounted rights issues

Some thoughts on holding companies

3 part series on European spin offs: part 1, part 2 and part 3

Preference shares (German) part 1 and part 2

Portfolio construction / management

Momentum and Value Investing

Position sizing and cash quota

Leveraging Investment returns if you are not Warren Buffet

Behavioural Investing: Averaging Up vs.Averaging down

General thoughts

Competitve advantages of individual investors

The value of paying divdends

Short interest and stock performance

Transformational acquisitions

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