Aswath Damadoran: Data update 7 – A good overview on global and Danish quality companies – Philipp Ordway on Airlines – Gabelli Funds on the North American Waste Industry – Deloitte on Tech Trends 2019 – The Guardian: Are alternative milks the new gold? – Saj Karsan with a book review on “The rebell allocator” – ? Goldman Sachs Exchanges on VC in China

Ennismore on Secure Trust Bank (Banks) – Sophocles on McKesson & Abercrombie & VALUEx – Reminiscences of a Stockblogger on Evolus (Biotech) – Barel Karsan Blog on Resolute Forest Products (Wood products) – Yet another Value Blog on $CHTR – Deep Value Investment with Fondul Proprietea and other interesting ideas
A Financial Times podcast on Metro Bank – A Wired report on slack – Digiday on the moat of Shopify – Chris Mayer with ideas how to invest in India and some interesting thoughts

Forager Funds International january update – Tollymore Q4 letter – IP Capital Partners on Google and Anheuser-Busch Inbev – HaydenCapital Q4 letter

Gavin Ma on SK Hynix and Geely – our final video for #IVIC18:


Hendrik Leber über KryptowährungenDie neue Kolumne von Frank Fischer

? Ein Hörtipp: Der Digital Game Changer Podcast von Maik Pfingsten – ? digital kompakt Podcasts zu Lebensmittelhandel online, Werbung auf spotify und Krediten & FinTechs – Der DIY Investor zum Buch Dear Chairman

Der DLF zu Alphabet – Einschätzung zu Wirecard von Hendrik Leber, AHP und Güner Soyal, ? Aktien mit Kopf und dem ? Aktien Kanal – AlleAktien zu ebay – Christophs Aktienkurs zu LVMH (Luxus) – Dr. Sabine Hampel zu Tapestry (Mode & Luxus) – ValueShares zu Innergex (Erneuerbare Energien) – Langfristanleger zu MBB

Frank Fischer auf dem Fondskongress:

Links of the week 57 with Gavin Ma, Wirecard and Tollymore
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