Notes from a Li Lu interview – The New Yorker on Paul Singer
How TripAdvisor changed travel – Interesting report on JD’s culture – Ensemble Capital on Landstar System – value and opportunity: Metro AG – Post mortem – iolite Q2 letter – Tempur Sealy Can Spring 50%
State of Luxury Resale | Midyear 2018 – The Investors Podcast on Investing in Renewables – Dieter Wermuth’s Investing Outlook – Gabelli on Spin-Offs
A short on Pandora:
EasyWisa zu Datagroup – Intelligent Investieren zu Funkwerk – HamsterradBlog zu General Mills
Reimar Scholz zum Q2 2018 – Value-Holdings Europa Fond Halbjahresbericht – PI Global Value Halbjahresbericht
EasyWisa zu ‘Poor Charlie’s Almanack – The Wit and Wisdom of Charles T. Munger’ – Assetguard zu Schweden – Reimar Scholz zu zu komplizierten Deals – Preis und Wert zu Inflationsgefahren
Ein interessanter neuer ValueBlog: WahreWerte
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