StarCapital Valuation Update – ? Invest Like the Best with Alex Mittal on Early Stage Investing – ? Mark Walker at London Business School – ? Vitaliy Katsenelson started a podcast and is looking for a Junior Analyst – ? Goldmans Sachs Exchanges on France and Tech in Europe – ? A podcast with Forager Steve

Alexander Stahel on Zooplus – Culibrk on Discovery, Ryman and more – Richard Beddard on Judges Scientific – GlobalStockPicking with some portfolio changes – backoftheenvelopeinvesting on PYN Elite fund – The Market Plunger on GrafTech – Aswath Damodaran on Kraft Heinz – Snowball Value on the chinese YY

Interesting read: Sebids Capital letterThird Points Q4 letter

The full Warren Buffett intervie and a nice comment:


? Wie du Innovationen lernen kannst – Wahre Werte zur Unternehmensbewertung nach Tweedy Brown

? Value Investor Martin Wirth im Interview – ? Investmentupdate mit Frank Fischer – Der DIY Investor zu Buffetts Annual Letter

Es tut sich was bei den Value-Nebenwertefonds: Frankfurter-Value Focus Fund mit Ronny RuchayS & H Smaller companies EMU

Real Financial Dynamics zu Wirecard – The Digital Leaders Fund zu The Trade Desk und Paypal – Bavarian Value zu Pandora – Der Königsinvestor zu Takkt

Das dritte Interview mit Daniel Kröger – zu Disruptionen und Transformationen:

Links of the week 60 with Ronny Ruchay, Alexander Stahel and Culibrk
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