A great read on the nasty, sexist side of financial twitter – WSJ on the leaders of the future – Aswath Damodaran with insights on the turkey crisis

A report from the Sohn Hongkonk Conference – Brookfield Asset Management Q2 letter – Pershing Square Q2 letter – There are a lot of superinvestor portfolio updates on Dataroma – Gabelli Merger & Acquisition Report – StarCapital Valuation Update Jul 2018

Deep Throat with a very critical report on Alibaba – Ennismore on SES SA – A great overview on the positions of Spanish Value Investors – Back on the evenlope on Apetit – Peridot Capitalist on CSV Health – John Hempton has questions for Bayer shareholders – Value Investigator on Baidu – Hendrik Heffermehl on his background and Protector Forsikring – Forager with a more bullish view on Facebook

Great twitter thread on hidden champions of investing:

[borlabs_cookie_blocked_content title=”twitter und Patrick OShaugnessy”]


Forager’s Steve Johnson on their edge

Preis und Wert zu Optionen als Option – DJE zum Lebensmittelsektor und zu defensiven Sektoren

Peacock Capital Monatsbericht Juli mit einem Investment in Aquafil – ACATIS investiert in die polnische XTPL S.A. – Ulrich Rathmann zu Procter & Gamble – AlleAktien zu Monster

Links of the week 32 with DJE, Peacock, Peridot and Hendrik Heffermehl
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