Book-review: The Manual of Ideas by John Mihaljevic

A friend works at an investing firm and gave me this book, thus I read the German hardcover version Das Value Investing Handbuch of this great value investing book. I wondered before if I should read more paper-based books instead of the usual kindle version. This book was perfect to read as the hardcover version …

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We all look for quality businesses … at the same crowded places. I placed a bet on Qualitás elsewhere.

We are all looking for high quality businesses. Mostly this high quality is apparent (to everyone) only when the price has reached levels from where it is very much fun to look backwards. Many investors find high quality businesses within the ranks of well known companies and better known stocks (and ticker symbols). Maybe I have found something off the beaten path in less crowded markets …

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Relationships are the most important thing in life! Value investors care about (the price-value) relationship too!

Last year, many of us have experienced that living our lives without other people is pretty dull. And hopefully 2021 will bring back all the strongly missed personal interactions! Many of us want nothing more than to do all the usual things taken for granted: visit restaurants, having a drink or two, going to a party and on vacation, or just spending time with people you like. Relationships are key!

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