Links der Woche 73 mit Tobias Kramer und dem Samstag in Omaha

Konzepte & Ideen & Bücher

• Der DIY Investor zu Beherrschungsvertrag, Spruchverfahren, Nachbesserung

Über Value Investoren

• Frank Fischer zur Europawahl

Research

• Sabine Hampel zu Sysmex
• Philipp Haas zu Teva
• Der DLF zu Opera
• Der Königsinvestor zu Rational

Video der Woche

Die echtgeld.tv zum Berkshire Hathaway Meeting – mit Hendrik Leber und Axel Krohne:

Concepts & Ideas & Books

• Some wisdom on hedging
• ValueStockGeek: The death of value investing has been greatly exaggerated
• Vitaliy Katsenelson on working in investing

On Value Investors

• (V) George Athanassakos on “The Character of Value Investors”
• (P) A podcast with Tom Russo
• (V) Mohnish Pabrai at Trinity College in Dublin
• (P) Meb Faber in a talk with Tobias Carlisle

Research

• (V) Gabelli on the cloud and zoura
• Daniel Sims on activism at Realm Therapeutics
• Deep Value Investments on 4D Pharma
• A Q&A With Beyond Meat’s Executive Chairman, Seth Goldman
• A Reason to be Optimistic about Berkshire Hathaway’s returns?
• Pure Alpha on Zillow

Sectors and regions

• Kuppy on Greece

Video of the week

Here you can learn more about our morning at the Berkshire Meeting: