Rolls Royce: It is quite interesting to see the bullish (GreenWood Investors) and bearish positions (WertArt Capital, Forager) – Peridot Capitalist on the effects of stock based compensation at Alphabet – Value and Opportunity on Paul HartmannRough Seas Could Bring 50% ReturnAmerican Tower Could Soar 43%

Scott Miller on Value InvestingEvan Vanderveer at ValueSchool – The new Howard Marks memo:


BWM zu IWG und WeWork – Share Holder Value mit einem Blick in den Maschinenraum von Google

Die Erde erwärmt sich weiter – Reimar Scholz zur Führung des Managements – Hendrik Lebe zu den Gewinnern von morgenTill Schwalm im Interview über sein Buch “Einfach Investieren”:

Links of the week 24 with Till Schwalm and Howards Marks
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