We wish you great holidays!

Value and opportunity celebrates his 8 year – North Star Investor on Mikael Tarnawski-Berlin – Barel Karsan reviews Changing How The World Does Business – Meb Faber with the Top Investment Podcasts of 2018 – Dieter Wermuth on Stocks, bonds, houses – everything is expensive – A conversation with Howard Marks in Hongkong and at UCLA Anderson – How the stockpicker Julian Robertson dealt with the crash of 1987

Yet another value blog with a great idea list for 2019 and wirtups on Radisson Hospitality and Telecom Italia – Global Stockpicking on the dental industry – Saj Karsan on FreightCar America (RAIL) – Mohnish Pabrais Free Lunch portfolio – Clark Street Value on Voltari Group – Glenn Chan shorts AMD – value and opportunity on Ahlsell

Gabellis Best Ideas for 2019: Service Master GlobalFerro CorporateKLX EnergyBrink’s CompanyTD AmeritradeEagle BankCollegium PharmaceuticalsClovis OncologyCasey’s General StoresLiberty SirusHPEIliadArcosa

Watch Georg Geiger pitchting Ringmetall and Heidelberg Cement during IVIC18:


Das Endjahresupdate mit Frank Fischer – Léon Kirch zur Bewertung europäischer Aktien – DJE zum Bankensektor und zur Marktlage

Reimar Scholz über Wahrscheinlichkeiten – Börsengeflüster bietet alle Termine für deutsche Aktien – Der DIY Investor zur Bewertung der Qualität des Managements – Die SdK sucht das Unternehmen des Jahres

Mit Jonathan Neuscheler von AlleAktien haben wir über die Entwicklung der Konsumgüterindustrie gesprochen:

Links of the week 50 with Mohnish Pabrai, Howards Marks and Léon Kirch

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