Month: Januar 2014

3u Holding – Selling at 1/3 of the current book value?

Today we want to take a look at 3U Holding (ISN: DE0005167902, Symbol: UUU). It’s a small cap enterprise that caught our attention. The book value at the end of Q3/13 was about three times the current shares price, i.e. 1.29 EUR (by our calculations) vs. 0.42 EUR on Jan 10, 2014! In the chart below […]

Book review: The Investment Checklist

Today we want to take a look at one of the latest books that we have read, namely “The Investment Checklist; The Art of In-Depth Research” which is written by Michael Shearn. The book is around 330 pages long, well written in and quite easy to understand. As a rating we would suggest 4.5 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 […]

Book Review: The Rational Optimist

The book we are going to talk about today is not quite unknown as the author has already given a TED talk about the subject, obviously not nearly as scientific and well-structured as the written work. The focus does not lie on investing, but moves from a macroeconomic to a historical approach to understanding how […]