Links of the week 58 with Daniel Kröger, Charlie Munger and Ray Dalio

Links of the week

? Milken Institute on Disruption in Real Estate – ? Jamie Wise (ACATIS AI Buzz) at the Fondskongress in Mannheim – ? Paul Volcker & Ray Dalio: State of the

Links of the week 22 – with Bob Robotti, Sid Choraria and Frank Fischer

Links of the week

Gabelli on Gilead, GroupOn, CarMax and Dana Incorporated – Is Alliance Data System trading at a discount? – Is Dialog Semiconductor interesting? Fisco Research might be an interesting source for

Links of the week 15 with Prof. Damodaran and Reimar Scholz

Links of the week

GlobalStockPicking on Rezidor Hotel Group – Prof. Damodaran on Netflix and Alphabet Q1 Letter of Curreen Capital IAC might be worth a look Forager on the UK Auto Sector: Blog

Links of the week 3 with Forager on Technicolor and Stock Picking in Asia, Monish Pabrai in a Q&A

Links of the week

Forager on Technicolor and Stock Picking in Asia List of ideas presented at Best Ideas 2018, by company from MOI Global Aleph Blog on Asset Allocation Monish Pabrai in a Q&A

Links of the week 1 – here we start with our series.

Links of the week

Ten years in, nobody has come up with a use for blockchain Till Schwalm macht Empfehlungen für Gratis-Research Bull thesis on Vivendi – when do we see a spinoff of

Why Bitcoin´s Own Success Will Kill It

Not a day passes without the mentioning of Bitcoin or BTC. At work, in the subway, at grandmas 80s birthday or the local insurance guy; just about everybody talks BTC