PIIE on Italy – Forager on Italy – 168 MB on Exor: You can find more great compilations on twitter @Austin Value Capital

Notes from London Value Investor Conference 2018Notes From Sohn Hong Kong Investment Conference 2018 – Interesting presentations in the Kase Learning YouTube ChannelIs HP Enterprise a good buy? – ValueAct invested in Olympus – Value and Opportunity on Criteo

Mike Zapata @ the Investor Field Guide Podcast – Christian Ryther on Illiquid Securities


Stefan Riße mit einem Nachbericht von der 15. ACATIS-Value-Konferenz – Hendrik Leber mit Fotostrecke bei Fonds Professional

Erich Sixt zu Elektromobilität – Axel Krohne zu russischen Aktien – Dieter Wermuth zu Anzeichen einer neuen Finanzkrise – Profitlich Schmidlin zu Italien

Links of the week 21 – with Axel Krohne, Dieter Wermuth and more
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