Links der Woche 56 mit EM Value, Frank Fischer und Mario Gabelli

Ein Interview mit Jochen Wermuth “Kapitalimus kann das Klima retten” –
Value Shares zum Erneuerbare Energien Sektor

Finanzsenf zu Bewertungskennzahlen & Branchen – Der DIY Investor zu Cash

EM Value Q4 Brief – AlleAktien zu Adobe – Der DLF zu Baidu und Facebook – Bavarian Value zu Disney

Wieso nutzt Frank Fischer (Shareholder Value Management AG) Behavorial Finance und Charttechnik in seinen Fonds? Die Antworten findest du hier:

? A talk with Horward Marks at Goldman Sachs – ? A very interesting podcast with Eugen Wei – Howard Marks new meno – 40+ page notes on “Poor Charlie Almanack” by Charlie Munger – ? a16z Podcast: Stories and Lessons on Sales

The case against Value Stocks – Data update 6 by Aswath Damodaran – John Kingham on Investing in turnarounds, recovery stocks and corporate transformations – Is the Consumer Credit Cycle topping? – Yet Another Value Blog on becoming an “industry expert” and AerCap

A long thesis on GYM Group – ? A short on Michael’s Stores (MIK) – A interesting view on David Einhors portfolio – A long on Sensata technologies – A good read: Steve Gorelik on Facebook – Maynard Paton on Games Workshop ? Gabelli TV on Facebook and Rollins – A list of interesting spinoff ideas by Mario Gabelli – Pound of the Rock on Rimini Street (RMNI) – LG’s musing is Swiping Right On InterActive Corp –
Reminiscences of a Stockblogger on MYnd Analytics

Sequoia Q4 letter – Wiedower Capital Q4 letter (with Trupanion and JD) – A dropbox full of Q4 letters