I added this classic about value investing to my reading list some time ago. I read the recently updated verion (Dec 2020).
Continue reading “Book-review: Value Investing: From Graham to Buffett and Beyond, by Bruce Greenwald”Tag: book-review
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! …
Continue reading “Book-review: The Outsiders by William Thorndike”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 …
Continue reading “Book-review: Thinking in Bets by Annie Duke”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!
Continue reading “Book-reviews: NSA and Eine Billion Dollar by Andreas Eschbach (non-investment related)”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!
Continue reading “Book review: Tesla, Elon Musk and the EV revolution”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.
Continue reading “Book Review: The Education of a Value Investor from Guy Spier”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.”
Continue reading “Book Review: Mastering The Market Cycle”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.
Continue reading “Book Review: The Most Important Thing Illuminated”Book π 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 π 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 π 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…