A book about a classic value investor I got to know from reading the fantastic Roiss’ conclusions.
Continue reading “Book-review: There is always something to do, the Peter Cundill investment approach”Tag: book-review
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‘.
Continue reading “Book-review: The Essays of Warren Buffett, Cunningham”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.
Continue reading “Book-reviews on some non-investment books”Book-review: The Dao of Capital, Spitznagel
Focusing on the long-term, roundabout strategies and patience, and probabaly much more which escaped me …
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A great read about industry cycles driven by investment activity (supply) rather than demand and a corresponding investment framework.
Continue reading “Book-review: Capital Returns, Ed Chancellore”Book-review: The Five Rules for Successful Stock Investing, Dorsey
A good read on economic moats and introduction to various industries.
Continue reading “Book-review: The Five Rules for Successful Stock Investing, Dorsey”Book-review: The little book that still beats the market, Greenblatt
There might be a magic formula.
Continue reading “Book-review: The little book that still beats the market, Greenblatt”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!
Continue reading “Book-review: Das Grüne Paradoxon, Sinn (2012)”Book-review: Narrative and Numbers, Damodaran
We either cater to the story telling or numbers crunching profession. Good valuation requires both.
Continue reading “Book-review: Narrative and Numbers, Damodaran”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.
Continue reading “Book-review: The Little Book of Valuation, Damodaran”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.
Continue reading “Book-review: The shipping man”Book-review: Quality of Earnings by O’Glove
The investor’s guide to how much money a company is really making.
Continue reading “Book-review: Quality of Earnings by O’Glove”Book-review: The Money Game by ‘Adam Smith’
A non-standard book about the investing game, its rules and why we play…
Continue reading “Book-review: The Money Game by ‘Adam Smith’”Book-review: Risk & Reward, Stephen Catlin
A good book on the insurance industry with a focus on Catlin and the London market/Lloyds.
Continue reading “Book-review: Risk & Reward, Stephen Catlin”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‘
Continue reading “Book-review: Concentrated Investing (Benello, Biema, Carlisle)”Book-review: Expectations investing, Rappaport & Mauboussin (2001)
I read the old version of a great book from 2001.
Continue reading “Book-review: Expectations investing, Rappaport & Mauboussin (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.‘
Continue reading “Book-review: Quality Investing (Cunningham)”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.
Continue reading “Book-review: The World for Sale”Book-review: Wiedersehen im Café am Rande der Welt by John Strelecky
A friend gave me the GERMAN book to read after talking about it during a walk. The book is the sequel to Das Café am Rande der Welt which I did not read. I enjoyed the book anyway.
The book helps people answer what they really want in life by telling a simple story about a man who re-enters a special coffee shop. The first of his visits changed his life for the better and was covered in the first book.
Continue reading “Book-review: Wiedersehen im Café am Rande der Welt by John Strelecky”Book-review: Investing for Growth by Terry Smith
I consumed a lot of Terry’s content before. Now a blog reader gave me this book and I was happy to finally read it …
Continue reading “Book-review: Investing for Growth by Terry Smith”Book-review: Common Stocks and Uncommon Profits
I had this classic investing book on my reading list for some time and right after reading through the Kindle extract …
Continue reading “Book-review: Common Stocks and Uncommon Profits”Book-review: Ein König für Deutschland by Andreas Eschbach
I just read another book by Andreas Eschbach: Ein König für Deutschland which roughly translates as A King for Germany …
Continue reading “Book-review: Ein König für Deutschland by Andreas Eschbach”Book-review: Der Neunte Arm des Oktopus (non-investment related)
I finished this book in record-time …
Continue reading “Book-review: Der Neunte Arm des Oktopus (non-investment related)”Book-review: Fortune’s Formula by William Poundstone
I read about Fortune’s Formula somewhere and put it on my reading list because I am greatly interested in the topic of Position Sizing which the book is about and more specifically about the Kelly Formula.
Continue reading “Book-review: Fortune’s Formula by William Poundstone”Book-review: The Manual of Ideas by John Mihaljevic
A friend works at an investing firm and gave me this book, thus I read the German hardcover version Das Value Investing Handbuch of this great value investing book. I wondered before if I should read more paper-based books instead of the usual kindle version. This book was perfect to read as the hardcover version …
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