Links der Woche 40 mit Jochen Wermuth, BWM und Steven Wood

Reimar Scholz zu Finanzkrisen  – Frank Fischer und Hendrik Leber mit einer Einschätzung zum Markt

Die neuen Q3 Letter vom BWM mit interessanten Updates zu den Fondpositionen – AlleAktien zum Knorr-Bremse IPO – Squad Capital Halbjahresbericht – Peacock Capital mit neuen Monatsberichten – Update mit Yefei Lu von Shareholder Value

Preis und Wert zu Screenern – Christian W. Röhl zu den Top 100 Marken

---

Howard Marks was on the Meb Faber Show #124 – Julien Faures on his thoughts on Japan – Peridot Capitalist on the market – GreenWood Investors Q3 letter – You want to hear Guy Spier speaking Spanish? Click here!

Bill Ackmann long Starbucks – And David Einhorn is short Tesla – Global Stock Picking on Tonly – Graftech: A idea from Cyprus Value Investor Conference – Thirdpoint on Campbells – BaseHit Investing von the American Housing Market – Adventures in Capitalism with interesting thoughts and a portfolio update

Jochen Wermuth gave a talk on the Green Industrial Revolution during the ValueWeekend. Here you can find it:

To protect your personal data, your connection to YouTube has been blocked.
Click on Load video to unblock YouTube.
By loading the video you accept the privacy policy of YouTube.
More information about YouTube's privacy policy can be found here Google - Privacy & Terms.

Do not block YouTube videos in the future anymore. Load video