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.

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.

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 …

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 …

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 …

Book-review: Der Neunte Arm des Oktopus (non-investment related)

I finished this book in record-time …

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.

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 …

Book-review: The Little Book of Behavioral Investing: How not to be your own worst enemy by James Montier

This is a must read for investors if you want to get more familiar with common biases.

Book-review: Fooled by Randomness by Nassim Nicholas Taleb

This book was on my reading list for a long time. The full book title describes its message quite well: Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets.

Book-review: Value Investing: From Graham to Buffett and Beyond, by Bruce Greenwald

I added this classic about value investing to my reading list some time ago. I read the recently updated verion (Dec 2020).

Book-review: The Outsiders by William Thorndike

Capital allocation is of utmost importance for exceptional long-term shareholder returns, and should be handled by CEOs accordingly! …

Book-review: Thinking in Bets by Annie Duke

I got to know about Thinking in bets from Annie Duke when reading Howard Marks’ books. As many of my readers will know by now, I love poker, but …

Book-reviews: NSA and Eine Billion Dollar by Andreas Eschbach (non-investment related)

The last two books I finished were both from Andreas Eschbach and I read them in German. The two books were non-investment related, but just good books. And, they gave me food-for-thought!

Book review: Tesla, Elon Musk and the EV revolution

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!

Book Review: The Education of a Value Investor from Guy Spier

I just finished reading the book ‘The Education of a Value Investor’ from Guy Spier after just three days. As an exception I read the German version. The author describes his personal journey of how he became not only a better value investor but also a better and happier individual at the same time.

Book Review: Mastering The Market Cycle

Since I love Howard Marks’ investment memos and I liked the last book I read from him, I decided to read another one. Today, I finished Mastering The Market Cycle. The essence of the book could be summarized as “What the wise man does in the beginning, the fool does in the end.”

Book Review: The Most Important Thing Illuminated

Since I love the investment memos from Howard Marks from Oaktree Capital, I decided to read The Most Important Thing Illuminated from Marks as my next investment book.

Book 📓 Review: Margin of Safety by Seth Klarman (Part 3)

Some weeks ago I finished the book Margin of Safety – Risk-Averse Value Investing Strategies for the Thoughtful Investor by Seth A. Klarman from 1991. Pretty much, one of the few must-reads about value investing.

Book 📓 Review: Margin of Safety by Seth Klarman (Part 2)

Recently I started to read Margin of Safety – Risk-Averse Value Investing Strategies for the Thoughtful Investor by Seth A. Klarman from 1991. Pretty much, one of the few must-reads about value investing.

Book 📓 Review: Margin of Safety by Seth Klarman (Part 1)

Recently I started to read Margin of Safety – Risk-Averse Value Investing Strategies for the Thoughtful Investor by Seth A. Klarman from 1991. Pretty much, one of the few must-reads about value investing…