Howard Marks was on the Meb Faber Show #124 – Julien Faures on his thoughts on Japan – Peridot Capitalist on the market – GreenWood Investors Q3 letter – You want to hear Guy Spier speaking Spanish? Click here!

Bill Ackmann long Starbucks – And David Einhorn is short Tesla – Global Stock Picking on TonlyGraftech: A idea from Cyprus Value Investor Conference – Thirdpoint on Campbells – BaseHit Investing von the American Housing Market – Adventures in Capitalism with interesting thoughts and a portfolio update

Jochen Wermuth gave a talk on the Green Industrial Revolution during the ValueWeekend. Here you can find it:


Reimar Scholz zu Finanzkrisen  – Frank Fischer mit einer Einschätzung zum Markt

Die neuen Q3 Letter vom BWM mit interessanten Updates zu den Fondpositionen – AlleAktien zum Knorr-Bremse IPO – Squad Capital Halbjahresbericht – Peacock Capital mit neuen Monatsberichten – Update mit Yefei Lu von Shareholder Value

Preis und Wert zu Screenern – Christian W. Röhl zu den Top 100 Marken

Links of the week 40 with Jochen Wermuth, BWM and Steven Wood
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