Howard Marks: The Seven Worst Words in the World – Bill Nygran on Intangible Assets  – Vitaly Katsenelson on a defensive portfolio – Charlie Munger’s Wesco Financial Corporation Shareholder letters from 1983-2009

Wondurrrrboy on JD – hidden value on Retail Holdings NV – BlueWhale on Electronic Arts (EA) – FatAlpha is long Western Digital3 Stock Picks from Fidelity – Christopher Devlin on Facebook – value and opportunity on FitBit

FatAlpha with the Top 50 Magic Formula Stocks


AlleAktien zur Konsumgüterindustrie – Covacoro berichtet vom ValueWeekend 2018

Christoph’s Aktienkurs zum Kauf von Facebook – Mustafa Hidir zu Kotipizza Group Oyj

Hendrik Leber im Interview zu Disruptionen

Links of the week 38 with Hendrik Leber, Christopher Devlin, Mustafa Hidir
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