Book-review: The Dao of Capital, Spitznagel

Focusing on the long-term, roundabout strategies and patience, and probabaly much more which escaped me …

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.‘

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Food for Thought #49 // Links

This time the most interesting content I stumbled over includes: SThree, market game theory & the beauty contest, ChmoMetec, going against groupthink, McAfee goes private, Viasat (VSAT) acquires Inmarsat, US housing …

Food for Thought #32 // Links🔗

This time the most interesting content I stumbled over includes: QDT, UMG, Japan, EM value, moats, trading platforms, …

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).

Food for Thought #29 // Links🔗

This time the most interesting content I stumbled over includes: Trust, more ETF saving plans , shorting Tesla, investment philosophy, stories, FLOW NA, TBX, BOL, VIV, UMG, …

Food for Thought #25 // Links🔗

This time the most interesting content I stumbled over includes: Howard Marks’ memo, Twitter, Hong Kong,

Food for Thought #23 // Links🔗

I stumbled over some reviews of 2020 (and some other stuff) …

Do you use fair value or intrinsic value?

The two expressions intrinsic value and fair value are used interchangeably by most investors, certainly including myself so far! I believe we should use the two expressions more deliberately going forward and focus on the small differences. Here is why …

Food for Thought #22 // Links🔗

The year is coming to an end. Here is some more food for thought for the weekend or the holidays, including: investing with a sense for future regrets, Charles Schwab, Square, FEmsa, BBBY, …

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 …

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 …