Business fundamentals look good. German issue trades at much lower price …
Continue reading “I bought 3% Haier (690D)”Category: special situations
Quick update on Porsche SE / VW
A twitter user asked me where i posted my update about this interesting situation. So here it is …
Continue reading “Quick update on Porsche SE / VW”Oriental Watch still has a huge pile of excess cash
Oriental Watch completed its conditional share buy back offer and reported H1 results.
Continue reading “Oriental Watch still has a huge pile of excess cash”The 100-Dollar-Company or The Importance of Time (for High Returns)
Return metrics are usually normalized to annual periods. And this is because the dimension of time plays a crucial role in the realm of investment returns.
Continue reading “The 100-Dollar-Company or The Importance of Time (for High Returns)”Quicky #10 on Aareal Bank
This is part five of my mini series on banks and part #10 within my series of Quickies on new companies.
Continue reading “Quicky #10 on Aareal Bank”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 …
Continue reading “Buying Oriental Watch despite short term uncertainty”