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Book-review: Value Investing: From Graham to Buffett and Beyond, by Bruce Greenwald

I added this classic about value investing to my reading list some time ago. I read the recently updated verion (Dec 2020).

Nobody is writing letters anymore. But reading them is great. (Buffett’s berkshire letters #1)

I recently started to read Buffett’s Chairman’s letters of Berkshire.

Food for Thought #30 // Links🔗

This time the most interesting content I stumbled over includes: market bubble, Digital Decolonisation, Citi, PGR, SESG

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 …

Food for Thought #29 // Links🔗

This time the most interesting content I stumbled over includes: Trust, more ETF saving plans , shorting Tesla, investment philosophy, stories, FLOW NA, TBX, BOL, VIV, UMG, …

Quicky #18 on Globaltrans (GLTR LI)

Russia is a market segment shun by investors. It’s also a vast country. What better way to transport bulk by rail? …

Food for Thought #28 // Links🔗

This time the most interesting content I stumbled over includes: UK stocks, r/wsb, DTCC, …

Quicky #17 on Shinoken (8909)

This is part #17 about a Japanese company active in the real estate business.

Food for Thought #27 // Links🔗

This time the most interesting content and Food for Thought I stumbled over includes: CD Prodject, key lessons on value and growth demagogues, ROIC, GME, Haier,

Germans buy stocks (again). Time to review Tick TS …

With Trade Republic, Germany has its own robinhood – though the app’s gamification /products /users and stimuli to gamble instead of investing at the financial markets is not as extreme as its American role model Robinhood. But, Germans start to invest again …

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!

Quick update on Quadient (and a small buy)

After some news regarding Quadient I bought some shares recently.

As investors and consumers shun Tobacco I wonder if now the time is right to buy?

At least in the developed world, more and more people either stop smoking or never begin in the first place. The (relative) number of people smoking traditional cigarettes declines as it goes against the big secular health trend. Could this current situation set the stage for profitalbe investments for many years?

Food for Thought #26 // Links🔗

This time the most interesting content I stumbled over includes: valuation, Tinkoff, Sberbank, chips, …

Food for Thought #25 // Links🔗

This time the most interesting content I stumbled over includes: Howard Marks’ memo, Twitter, Hong Kong,

Quicky #16 on Tradelink (536 HK)

This part #16 is about Tradelink Electronic Commerce Limited, which I found using a screen for ‘cheap’ Hong Kong stocks with a net cash position …

Quicky #15 on Teva

This is part #15 about Teva, the huge Israeli generics producer.

Quicky #14 on Koshidaka (2157 JP)

This is part #14 about Koshidaka Holdings, which business mostly consists of karaoke services in its domestic Japan market.

Hiding from the tax man, and what I like about Check Point

Investors want to minimise or defer tax payments for higher returns. This can happen at the personal investor level and at the company’s level …

Quicky on BBBY (Q3 2020)

Jan 7th, Bed Bath & Beyond (BBBY US) reported its Q3 results for three months ending Nov 2020.

Food for Thought #24 // Links🔗

This time the most interesting content I stumbled over includes: reviews, TMUS, SESG, BBBY,

Book-review: The Outsiders by William Thorndike

Capital allocation is of utmost importance for exceptional long-term shareholder returns, and should be handled by CEOs accordingly! …

Quicky #13 on China Mobile (941 HK)

This is part #13 of quickies on new companies taking a look at the worlds biggest mobile service provider.

Book-review: Thinking in Bets by Annie Duke

I got to know about Thinking in bets from Annie Duke when reading Howard Marks’ books. As many of my readers will know by now, I love poker, but …

My review of 2020 (a SPAC-tacular year)

The year 2020 was a very special one. The global corona pandemic on its own, is more than enough reason to make it a special year in so many perspectives. All of us experienced the pandemic and the national economic lockdowns differently. Some of us were hit harder than others, emotionally or economically …