Stock picks: Selected ideas

Robert Vinall (RV Capital) is one of the best investors we know. With the Business Owner Fund he has achieved an annual return of 18.5% since 2008. This was not

During the International Value Investing Conference 2018 (IVIC 18), we had the chance to talk to Steve Gorelik of Firebird Management about Value Investing in Eastern Europe. Steve joined the

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

Although Germany’s neighbour, Poland, despite its dynamic development, is still unknown territory for most German-speaking investors. The Polish gross domestic product per capita has more than increased sevenfold since the

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

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

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

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

In two articles we have already said a lot about Francotyp-Postalia. In the first article, we get to know the Berlin-based company that we are visiting at ValueWeekend 2018 from

We will get to know the Berlin-based company Francotyp-Postalia better at our Value Investing Conference ValueWeekend 2018. If you’d like to join us spontaneously, there are still a few vacancies.