Links der Woche 69 mit Oliver Kahn und Warren Buffett

Konzepte & Ideen & Bücher

• Oliver Kahn: “Ich habe die Bücher von Warren Buffett, Andre Kostolany, Peter Lynch oder George Soros regelrecht verschlungen, um ihre Investmentphilosophie zu verstehen.“
• Covacoro über “Mehr Gott als Geld”
• Der DIY Investor zu Fusion, Squeeze-Out, Spruchverfahren: Beispiel Linde und Praxair
• (V) Gewinnbringend Investieren über die Lektionen von Fehlinvestitionen
• Bavarian Value über Investmentfehler
• DLF zu Kundennutzen als Bewertungskriterium

Über Value Investoren

• Dr. Hendrik Leber über Warran Buffett und Berkshire Hathaway
• (V) Jens Rabe – Ray Dalio’s All Weather Portfolio

Research

• Der Langfristanleger zu Bayer
• Güner Soysal zu Wirecard
• Profitlich Schmidlin zum Linde Squeezeout
• Der Königsinvestor zu Roche
• DLF zu Microsoft
• HamsterRad Blog über Tomra Systems ASA
• (V) Jens Rabe – Swen Lorenz über die Porschhe Aktie
• (V) Christophs Aktienkurs – Update reales Aktienportfolio

Branchen

• Frank Fischer zu Ölwerten
• (V) Jens Erhardt zum mittelfristigen Ausblick
• Börsengeflüster über die MKK Konferenz
• Handelsblatt über die Stärke deutsche Familienunternehmen

Video der Woche

Till Schwalm zu seinem Investment in Bed, Bath and Beyond #ausinvestmentfehlernlernen:

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Berkshire Hathaway Annual Meeting

Here you can find the livestream of the Annual Meeting

Concepts & Ideas & Books

• Chris Mayer on The Anatomy of a 100-Bagger
• Bill Miller on his edge and Amazon
• CFA Institute Book Review – 20 for Twenty: Selected Papers form AQR
• Robert Abbott about how much to invest in a temporarily distress stock
• (P) Sam Harris – A Conversation with Shane Parrish about Mental Models
• Stephan Lavrouk – Roger Lowenstein: Beware of Capitalizing Hope
• (V) M&I on How to Pitch a Stock

On Value Investors

• The long financial times interview with Warren Buffett
• (P) Rule #1 Investing – Gillian Zoe Segal on Interviewing Warren Buffett
• Rupert Hargreaves – Is Warren Buffett Still a Deep Value Investor in His Spare Time
• (V) Howard Marks at Real Vision
• Jeremy Grantham about a pullback of the bull market
• (V) Bloomberg – Blackstone CEO on Deal Prices

Investor letters

• Greenhaven Road Q1 letter

Research

• Andrew Walker with some ideas
• An interesting comment on Spotify and the music labels
• Joel Greenblatt on Align and Booking Holding
• Intrinsic Investing about Alphabet Inc.
• (V) Sven Carlin – Tesla Bull and Bear Case
• (V) Ian Lopuch on 3M Company
• value and opportunity about Kinnevik und Vostok
• UK Value Investor about Rolls Royce Holding Plc
• Maynard Paton about Victrex Plc

Sectors and regions

• (P) Goldman Sachs: What’s the Role of Private Capital Markets in Europe?
• Freight Waves about Amazon’s Digital Freight Brokerage Platform
• Validea about Private Equity in Public Markets
• (V) Facebook CEO Mark Zuckerberg & Yuval Noah Harari in Conversation

Video of the week

Oldie, but goldie: The talk of Steven Wood at IVIC:

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