EM Value with interesting thoughts on Russia, Turkey and emerging markets banksProfessor Aswath Damodaran on Valuation and Share Count Confusion – Forager Funds on their edge

Two long case on JD: 1 and 2How E-Commerce and JD changes ChinaIs Wesco worth a look? – 3G on disruption and taste changes in their businesses – 2018’s presentations of VALUEx Vail are online – Peridot Capitalist on Facebook – Kenkyo Investing on Doutor and coffee in Japan

a16z Podcast: High Growth in Companies – 68% of the CEOs were not prepared for the job – A great history of booking.com

Gabelli with an interesting update on Gold:


Spannender Podcast mit Dirk und Raoul Rossmann zur Zukunft des Handels – Wie verändert sich das Geschäft der Autowerkstätten? – EasyWISA zu Softwar (ein Buch über Oracle und den Gründer Matthew Symonds) – Jörg Dehning, Fondsmanager des DJE, zur Entwicklung in der Nahrungsmittelindustrie – Der Königsinvestor zu Francisco García Paramés

Real Financial Dynamics zum Freenet – Ceconomy Deal und Reliance Industries – Mustafa Hidir zur Software AG – Preis und Wert zu Protector Forsikring – AlleAktien zu Fielmann – Bavarian Value zu Canadian National Railway

Links of the week 29 with Jörg Dehning, Peridot Capitalist and Aswath Damodaran
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