§ Disclaimer

This article and any other content on this blog is no investment advise. Please do your own research and/or use the services of professionals (investment advisors, tax consultants, etc.).

Quicky #6 on Svenska Handelsbanken

This is part two of my mini series on banks and part #6 within my series of Quickies on new companies.

Links🔗: Food for Thought #15

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: investment vehicles, China, 100 baggers, Goldman Sachs, 1MDB, Gilead, Intel, SES, Flow Traders, SPACs, … (this one got a bit longer far too long)

Quicky about Banking Industry

This is a primer for some Quickies about Banks, getting a general understanding of the banking industry …

Quicky #5 on Gilead

This is part #5 on Gilead Sciences, Inc. of which I own shares (GILD US) since a few years without doing a thorough company analysis so far. The share price of GILD saw a recent high of $84 on remdesivir hopes in late April, but is now at a multi-year low of $60. Time for me to take a look …

Links🔗: Food for Thought #14

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: streaming, Yodogawa Steel, Online Chess business models and Play Magnus Group,

Quicky #4 on Inpex (1605 JP)

This is part #4 about Inpex Corporation (1605 JP). I stumbled about the company when reading about Royal Dutch Shell’s huge Prelude FLNG project off Australia in which Inpex owns a stake with several other Asian companies. Inpex took a huge one-off charge due to operational production problems depressing current earnings. Time to take a look …

Is Tencent Music (TME) worth buying for its massive long-term growth potential?

[This post was published with password protection on Sept 22 but is now reposted without protection] Spotify is a very well known company in Western Europe and the US. Chances are that you use either Spotify’s services or any other service from Apple, Google, Amazon, etc! Spotify’s investing story rides on the huge secular growth trend of music streaming, accelerated through covid-19, resulting in its one year stock price performance of +60%. Spotify’s profitability might be an issue, though. But there might be a more profitable alternative for investors …

Links🔗: Food for Thought #13

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: industrial land, reversion to the mean vs regime changes, tier 1 bonds, special situations,

Quicky #3 on L’Occitane

This is part # about one of my smaller ‘legacy positions’ which I bought into without a deeper analysis. As many retailers the company was and is strongly impacted by the pandemic. Time for a quicky (which got a bit longer) …

Links🔗: Food for Thought #12

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: opportunities in East Europe, covid vaccines’ (un)likely schedules, value drivers, risk and volatility, BalckRock, Vitaliy Katsenelson, bubbles, Bollore, smartphone usage, …

Links🔗: Food for Thought (#11)

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: wonderful companies, capital allocation, pre-mortems, Grenke, stakeholder value, Nikola, Pandora A/S, SES SA, etc …

Quicky #2 on Tick Trading Software AG

After my last quicky on Sino AG, which owns shares in Tick Trading Software (TBX), I decided to take a closer look at Tick TS …

Quicky #1 on Sino AG: It owns a sexy asset!

The German company Sino AG (XTP) offers high performance online brokerage services. What is interesting about the company is that a few years ago …

Initiation of a Series of Quickies on new companies

I already know several parts of my review of the current year. One part will be about missed opportunities to act quickly and buy shares of ‘known’ companies at low prices during the pandemic induced market sell-off in March an April. Thus, I decided it is essential to have a rough view or an initial understanding of a higher number of companies …

Buying Oriental Watch despite short term uncertainty

Since my last post regarding Oriental Watch I wanted to buy some shares, but never did so because …

Links🔗: Food for Thought

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: Palantir, Shopify, M&A deals, softbank, nvidia, Oracle, Arm, Immunomedics, Oriental Watch, excess returns, …

Is SoftBank Group still worth holding? (update after Q1 results)

SoftBank Group Corp. reported its earnings results for Q1 FY2020 ending June 30, on Tuesday (Aug 11, 2020). Time to update my SOTP valuation …

Links🔗: Food for Thought

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: Nikola, Tesla, shareholder returns, SoftBank Group, Bessemer Venture Partners, Netflix, …

Feedback welcome: How do you like my new theme?

I find the new theme ‘penscratch 2’ more comfortable to read when I compare it against my formerly used theme ‘twenty nineteen’. What do you tink?

Links🔗: Food for Thought

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: a new Israeli value blog, Sark, airports, SPACs

Book Review: The Education of a Value Investor from Guy Spier

I just finished reading the book ‘The Education of a Value Investor’ from Guy Spier after just three days. As an exception I read the German version. The author describes his personal journey of how he became not only a better value investor but also a better and happier individual at the same time.

Links🔗: Food for Thought

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: deep risk, value factror, Masimo, Hayden’s Q2, skills, German shares, …

[German] Investition während der Krise: Warum Finanzwissen gerade dann besonders wichtig ist!

Anlässlich meiner Teilnahme am comdirect Finanzblog Award 2020 und gegebenem Anlass schreibe ich diesen Artikel …

SBG: Masa is online talking Q1 results

So far, I loved his references to ancient Japanese warfare and how he linked it to cash 🙂

Vote for my Blog

Looking for an easy way to make me happy? Just vote for my blog for the comdirect FinanzblogAward (Publikumspreis 2020). Thank you!