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 #25 // Links🔗

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

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 …

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Food for Thought #20 // Links🔗

This time the most interesting content I stumbled over includes: value factor vs value investing, drivers of value creation, twitter, section 230, Farfetch, Bitcoin, regrets, L’Occitane, Sberbank, …

Food for Thought #19 // Links🔗

This time the most interesting content I stumbled over includes: TME, Tesla, Sberbank, financial markets (and its randomness), a wonderful blog, the economics of asset management, …

Food for Thought #16 // Links🔗

This time the most interesting content I stumbled over includes: Pearson, stock options, the world in 10 years, Guy Spier, value investing, good questions for investors, …

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 …

[German] Investition während der Krise: Warum Finanzwissen gerade dann besonders wichtig ist!

Anlässlich meiner Teilnahme am comdirect Finanzblog Award 2020 und gegebenem Anlass schreibe ich diesen Artikel …

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: Bollore, Wirecard, Flexibility, Finance Books, Supply Chain Finance, Crown Castle, the bull market vs the economy, Nintendo, …

About Catalysts in the Chemistry Lab and the Investing World

A catalyst is a substance which increases the rate of a chemical reaction, according to wikipedia. In the realm of value investing, a catalyst is an event that brings the price of a traded security more into line with its fair value. The catalyst gets the reaction started …