I bought 3% Haier (690D)

Business fundamentals look good. German issue trades at much lower price …

Quick update on Porsche SE / VW

A twitter user asked me where i posted my update about this interesting situation. So here it is …

Oriental Watch still has a huge pile of excess cash

Oriental Watch completed its conditional share buy back offer and reported H1 results.

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.

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.

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 …