Conceptual Links Jeremy Grantham – Waiting for the last dance John Huber – End of Mean Reversion? Ram Parameswaran – Internet Scale Businesses Rob Vinall – Recent memos Mohnish Pabrai
Category: Investment philosophy
What did I learn from Guy Spier (Aquamarine Capital)?
In September 2019 I had the pleasure to interview the well-known investor Guy Spier of Aquamarine Capital. Who doesn’t know Guy Spier, should take a look at his book “The
Wirecard, Enron and what investors can learn from fraudulent businesses
Wirecard – Modern money laundering?! The last word has not been spoken yet in the balance sheet scandal of German payments company Wirecard. But the most recent happenings already provide
The Real Secret About Why Corporate Mergers Fail
Corporate acquisitions often fail for one simple reason: the buyer pays too much. An old Wall Street adage comes to mind: Price is what you pay, value is what you
Our best investment mistakes and our best learnings
At our Value Investing Conference ValueTag in Frankfurt, we talked about our best investment mistakes and learnings in order to learn from each other. In this article you can participate
