Book-review: It’s when you sell that counts, Cassidy

Definitely not a must read for me.

Thesis tracker 2022

How are businesses developing?

Book-review: There is always something to do, the Peter Cundill investment approach

A book about a classic value investor I got to know from reading the fantastic Roiss’ conclusions.

Book-review: The Essays of Warren Buffett, Cunningham

Most of these important lessons are well known already, but still, it is important to re-read some things. Ie, I stumbled over Boesky and the timeless adage ‘if sth can’t go on forever, it will end‘.

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My review of 2022 (a year of change)

The year 2022 included many sad and noteworthy developments in the world and in financial markets …

Book-reviews on some non-investment books

Simply brilliant by O’Connell about success at work, ie project management, and the German book Achtsam Morden by Karsten Dusse.

Book-review: The Dao of Capital, Spitznagel

Focusing on the long-term, roundabout strategies and patience, and probabaly much more which escaped me …

Book-review: The little book of value investing, Brown

A classic value investing book, that would have been a better read for me if I had not read so many good books before…

Book-review: The little book of common sense investing, Bogle

This is an absolute recommendation for the novice investor.

Book-review: Capital Returns, Ed Chancellore

A great read about industry cycles driven by investment activity (supply) rather than demand and a corresponding investment framework.

Thoughts on SES going down (SESG LX)

Another stock that is surprisingly performing in lockstep with the market (that means deeply red). How come …

Hallmarks of P&C insurers

The book The Five Rules for Successful Stock Investing from Dorsey (see my review here) mentiones the following characteristics as hallmarks of P&C insurers and I wanted to check in on ‘my’ three insurances …

Book-review: The Five Rules for Successful Stock Investing, Dorsey

A good read on economic moats and introduction to various industries.

Book-review: The little book that still beats the market, Greenblatt

There might be a magic formula.

Book-review: Das Grüne Paradoxon, Sinn (2012)

This is not an easy book to read. It is written academically (the topic is more discussed ideolically in Germany I believe since some facts/arguments are not welcome). Seldomly, i merely skimmed a few pages. Not all they data is up to date since I read an updated version from 2012, but the overall message still rings very true today, i beleive … unfortunately!

Book-review: Narrative and Numbers, Damodaran

We either cater to the story telling or numbers crunching profession. Good valuation requires both.

Book-review: The Little Book of Valuation, Damodaran

I did not expect to learn anything new here, but (re-) reading the very basics can work wonders, sometimes.

Book-review: The shipping man

An easy to read book telling the story of a hedge fund manager stumbling in the shipping industry, which is very cyclical.

Book-review: Quality of Earnings by O’Glove

The investor’s guide to how much money a company is really making.

Book-review: The Money Game by ‘Adam Smith’

A non-standard book about the investing game, its rules and why we play…

Book-review: Risk & Reward, Stephen Catlin

A good book on the insurance industry with a focus on Catlin and the London market/Lloyds.

Book-review: Concentrated Investing (Benello, Biema, Carlisle)

‘Bet seldom, and only when the odds are strongly in your favor, but when you do, bet big, hold for the long term, and control your downside risk‘  

Book-review: Expectations investing, Rappaport & Mauboussin (2001)

I read the old version of a great book from 2001.

Book-review: Quality Investing (Cunningham)

‘As quality investors, a major part of how we define greatness is the durability of the economics of the business (…) seeking companies boasting a combination of traits that overcome the forces of mean reversion.‘

Book-review: The World for Sale

Commodities are once more in the spotlight and some call for a new commodity supercycle, so I thought it was an opportune time reading the book. Better late than never.