Weekly Links

Some Links

Dear followers, the time has come again for our weekly link collection. This time featuring an enlightening article on management compensation, how Charlie Munger picks stocks, seven patterns of inefficiency when pricing a business, some thoughts from the Brooklyn Investor and an ‚Economist‘ comment on John Nash’s nobel price 1994, in remembrance of his great […]

Two upcoming presentations on Value investing and some useful links

After the success of our last presentation one year ago we are happy to announce two upcoming presentations about value Investing. The first will be held by us at the 23.02.2015 19.30 on the EBS Campus in Oestrich-Winkel in room N3 the presentation will be presented in german and will deal with an introduction to […]

Reading Recommendations

Dear followers! Here are once again a couple of recent links out of different areas that we found interesting. Reminiscences of a Stock Blogger: An investment blog you should possibly take a look at: http://reminiscencesofastockblogger.com/ And another one (The Red Corner) that you might already know: http://quinzedix.blogspot.de/ An article on purifier replacement filters: How the razor blade […]

Weekly Links + thoughts on entrepreneurship & value investing

You can find a really good article about amazon and its business model and its long-term perspective in the latest economist, her is the link to the  „short“ online version. About the, in our opinion, value trap of taxi medallions and potential value investment in the business behind it due to disruptive innovation such as […]

Weekly Links

After I spend a week in Omaha to attend a German value investor conference and the show of Buffett and Munger, we have a couple of more ideas to work on and even more valuable readings. Overall I can say that this week was a unique experience and I have to be deeply grateful to […]

Quick Book Review & Quotes: „Art of Value Investing“

The book: “ The Art of Investing – How the wold’s best Investors beat the market“ written by John Heins and Whitney Tilson, who also publish the Valueinvestorinsight, is a collection of value investing quotes by more or less famous investors. Overall, the book is well written and easy to read, but the price of […]

Weekly Links

More warning signs are rising, companies margins are at their peeks: „A slowdown in profit growth would hardly be surprising, given that profits are at their highest as a proportion of American GDP since the second world war. But that points to another oddity. On the best long-term measure, the cyclically-adjusted price-earnings ratio (which averages […]