Month: Februar 2014

Reading Recommendations and Announcement

Once again, we share our most useful lecture with you, this week you might want to take some more time than usual:   An outstanding student investment newsletter from the Columbia Business School: http://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files/Graham%20%26%20Doddsville%20-%20Issue%2020%20-%20Winter%202014.pdf   An exponentially growing company in a very competitive field: http://moatology.com/2014/02/20/optimizerx-a-little-company-in-the-sweet-spot-of-a-massive-industry/   And, as we like to do, we give you […]

Kabel Deutschland and an evaluation of the German broadband market

Today I would like to present you a long post and the work of the team from the European Business School for the German CFA Research Challenge Final. The team members are Vincenzo La Banca, Yun Du, Attila Menyhàrt, Jan Werst and me.   We were one of four teams which reach it to the […]

3U Holding AG – “a puff left”?

So, is there “a puff left” now? In order to answer this question we need to take closer look into the structure of 3U Holding (3U). As the name suggests, 3U Holding holds a series of stakes in other companies. Benefits of this approach include synergies in terms of purchasing, facilities, legal, accounting and business […]