Ennismore on IFG Group – backoftheenvelope on Ibersol – Deep Dive into JD.com – Gabelli on Achaogen Inc – Gareth Brown on Bonheur

UK Value Investor on 3 high yield capital light compounders – Romain Ruffenach on Value Investing stocks in Japan – EuroValue on Naspers (Spanish)

reddit Q2 letters are out – Portfolio updates on DATAROMA are posted – Curreen Capital Q2 Letter – Quant Invest on Currency Hedging – Forager’s Year review 2018 on YouTube and in text – Ennismore on Q2 with Intelsat and SES SA – Alpha Vulture Q2 reviewSequoia Investors Day transcript – backoftheenvelopeinvesting on H1

Carlos Ghosn (CEO Renault-Nissan) on the state of the car industry


Hendrik Leber im Interview bei money.de

BWM Kommentar zum Halbjahr 2018 – Prima Globale Werte: Kommentar zum zweiten Halbjahr – Monatskommentar Juni von Peacock Capital

Johannes Hesche zu Starbucks – Intelligent Investieren zu Blue Cap – Paladin zu DO & CO – Value Shares zu Farmland Partners

Klöckner SE: Vom Stahlhändler zur Handelsplattform?

Links of the week 27 with Ennismore, backoftheenvelope and Gareth Brown
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