Investing Fundamentals

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)

P/E vs EV/EBIT vs EV/EBITDA

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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