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 48 with Uwe Rathausky, Seth Klarman and Daniel Sims

Links of the week

A slidedeck by Wermuth Asset Management on Green Revolution: Winners and Losers –  A recent speech by Seth Klarman Learn more on Lithium-ion batteries – Global Stockpicking on the dental

Links of the week 45 with Steven Wood, Neckarcap and Matthias Kurzrock

Links of the week

GranthamResearch started the very interesting Transition Pathway initiativ The winners of the Great, Undiscovered CEOs challenge – Dataroma released a lot of Q3 updates: Find them here – Berkshire Hathaway

Videos of the International Value Investing Conference 2018

International Value Investing Conference 2018

We had the great pleasure of attending the International Value Investing Conference 2018 in Luxembourg from October 23 to 24. We filmed numerous presentations there for you and conducted interviews

Links of the week 44 with Andrés Allende, Léon Kirch and Karl Pilny

Links of the week

Win a copy of Great Minds of Investing, if you subscribe to our newsletter Take a look at the reddit Q3 letter compilation – Greenhaven Road Capital Q3 letter – cobas

Links of week 35 with Preis und Wert, Dr. Sabine Hampel and Ben Thompson

Links of the week

A nice portray of Value Investors Club – GlobalStockPicking on the art of screening – Forager’s August update Ben Thompson at FarmanStreetBlog – SumZero Interview with Michael Melby value and

Links of the week 34 with Gokul Ray, Warren Buffett and Li Lu

Links of the week

Gokul Raj in a SumZero Interview Value and Opportunity on DormaKaba – Forager on Facebook`s Instagram Asset – MaynardPaton on Ramsdens Charlie Munger and Li Lu in an interview 1

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