Vitaliy Katsenelson is one of my favorite authors of high-quality investment content. This is why I read his research about electric vehicles or EVs and many of his opinion pieces about Tesla some months ago (I believe it was an email-series). Anyway, some days ago I got to know that he offers his book Tesla, Elon Musk and the EV revolution for free for a few days. Beyond question, I read his book!
Continue reading “Book review: Tesla, Elon Musk and the EV revolution”Learn from the experts: Create a successful blog with our brand new course
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Quicky #9 on Sberbank
This is part four of my mini series on banks and part #9 within my series of Quickies on new companies.
Continue reading “Quicky #9 on Sberbank”My QnA with Morgan Housel (collaborative)
Morgan Housel (from collaborative fund) has a few very good questions, and I have a few answers, most likely not as good as his questions, though. Please do not take my post too seriously, but …
Continue reading “My QnA with Morgan Housel (collaborative)”Quicky #8 on Bed Bath and Beyond after BBBY’s 2020 Investor Day
Did the turnaround of Bed Bath & Beyond (BBBY) finally kick off? New management was put in place and changed some things for good. Then the global pandemic and checks from the government set the stage for the long-awaited turnaround. After todays virtual investor day, it is time for a quicky …
Continue reading “Quicky #8 on Bed Bath and Beyond after BBBY’s 2020 Investor Day”Quicky #7 on Hingham (HIFS US)
This is part three of my mini series on banks and part #7 within my series of Quickies on new companies.
Continue reading “Quicky #7 on Hingham (HIFS US)”What is right for You: Value or Growth Investing? And is value investing dead?
The fight between the two corners has been going on forever and in recent years ‘growth investing’ might have had the upper hand, but I believe discussions mostly miss the point! I believe it is time to classify the two from the view of a value investor in a broader sense. I hope I can provide some clarity on the matter …
Continue reading “What is right for You: Value or Growth Investing? And is value investing dead?”Quicky #6 on Svenska Handelsbanken
This is part two of my mini series on banks and part #6 within my series of Quickies on new companies.
Continue reading “Quicky #6 on Svenska Handelsbanken”Links🔗: Food for Thought #15
Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: investment vehicles, China, 100 baggers, Goldman Sachs, 1MDB, Gilead, Intel, SES, Flow Traders, SPACs, … (this one got a bit longer far too long)
Quicky about Banking Industry
This is a primer for some Quickies about Banks, getting a general understanding of the banking industry …
Continue reading “Quicky about Banking Industry”Quicky #5 on Gilead
This is part #5 on Gilead Sciences, Inc. of which I own shares (GILD US) since a few years without doing a thorough company analysis so far. The share price of GILD saw a recent high of $84 on remdesivir hopes in late April, but is now at a multi-year low of $60. Time for me to take a look …
Continue reading “Quicky #5 on Gilead”Links🔗: Food for Thought #14
Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: streaming, Yodogawa Steel, Online Chess business models and Play Magnus Group,
Continue reading “Links🔗: Food for Thought #14”Quicky #4 on Inpex (1605 JP)
This is part #4 about Inpex Corporation (1605 JP). I stumbled about the company when reading about Royal Dutch Shell’s huge Prelude FLNG project off Australia in which Inpex owns a stake with several other Asian companies. Inpex took a huge one-off charge due to operational production problems depressing current earnings. Time to take a look …
Continue reading “Quicky #4 on Inpex (1605 JP)”Is Tencent Music (TME) worth buying for its massive long-term growth potential?
[This post was published with password protection on Sept 22 but is now reposted without protection] Spotify is a very well known company in Western Europe and the US. Chances are that you use either Spotify’s services or any other service from Apple, Google, Amazon, etc! Spotify’s investing story rides on the huge secular growth trend of music streaming and podcasts, accelerated through covid-19, resulting in its one year stock price performance of +60%. Spotify’s profitability might be an issue, though. But there might be a more profitable alternative for investors …
Continue reading “Is Tencent Music (TME) worth buying for its massive long-term growth potential?”Links🔗: Food for Thought #13
Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: industrial land, reversion to the mean vs regime changes, tier 1 bonds, special situations,
Continue reading “Links🔗: Food for Thought #13”Quicky #3 on L’Occitane
This is part # about one of my smaller ‘legacy positions’ which I bought into without a deeper analysis. As many retailers the company was and is strongly impacted by the pandemic. Time for a quicky (which got a bit longer) …
Continue reading “Quicky #3 on L’Occitane”Links🔗: Food for Thought #12
Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: opportunities in East Europe, covid vaccines’ (un)likely schedules, value drivers, risk and volatility, BalckRock, Vitaliy Katsenelson, bubbles, Bollore, smartphone usage, …
Continue reading “Links🔗: Food for Thought #12”Links🔗: Food for Thought (#11)
Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: wonderful companies, capital allocation, pre-mortems, Grenke, stakeholder value, Nikola, Pandora A/S, SES SA, etc …
Continue reading “Links🔗: Food for Thought (#11)”Quicky #2 on Tick Trading Software AG
After my last quicky on Sino AG, which owns shares in Tick Trading Software (TBX), I decided to take a closer look at Tick TS …
Continue reading “Quicky #2 on Tick Trading Software AG”Quicky #1 on Sino AG: It owns a sexy asset!
The German company Sino AG (XTP) offers high performance online brokerage services. What is interesting about the company is that a few years ago …
Continue reading “Quicky #1 on Sino AG: It owns a sexy asset!”Initiation of a Series of Quickies on new companies
I already know several parts of my review of the current year. One part will be about missed opportunities to act quickly and buy shares of ‘known’ companies at low prices during the pandemic induced market sell-off in March an April. Thus, I decided it is essential to have a rough view or an initial understanding of a higher number of companies …
Continue reading “Initiation of a 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 …
Continue reading “Buying Oriental Watch despite short term uncertainty”Links🔗: Food for Thought
Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: Palantir, Shopify, M&A deals, softbank, nvidia, Oracle, Arm, Immunomedics, Oriental Watch, excess returns, …
Continue reading “Links🔗: Food for Thought”Is SoftBank Group still worth holding? (update after Q1 results)
SoftBank Group Corp. reported its earnings results for Q1 FY2020 ending June 30, on Tuesday (Aug 11, 2020). Time to update my SOTP valuation …
Continue reading “Is SoftBank Group still worth holding? (update after Q1 results)”Links🔗: Food for Thought
Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: Nikola, Tesla, shareholder returns, SoftBank Group, Bessemer Venture Partners, Netflix, …
Continue reading “Links🔗: Food for Thought”Feedback welcome: How do you like my new theme?
I find the new theme ‘penscratch 2’ more comfortable to read when I compare it against my formerly used theme ‘twenty nineteen’. What do you tink?
Continue reading “Feedback welcome: How do you like my new theme?”