New quantum leaps in battery and solar cost?
The changes in energy production and storage are massive: Prices for both batteries and electricity from renewable energies have fallen sharply. It is becoming apparent that even more is possible
What were Warren Buffett’s mistakes? Our Annual Meeting special
We are just on the way to Omaha, as this post on Warren Buffett’s mistakes and the AGM of Berkshire Hathaway goes public. There we are doing more than taking
What can you learn from Value Investor Robert Vinall?
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
Our best investment mistakes and 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
How to do Value Investing in Emerging Markets, Axel Krohne?
Axel Krohne is a quite unusual investor. Because he invests where others may not even go on holiday: For his fund, the Alexander von Humboldt UI Fund, he searches for
Value Investing in Eastern Europe: Insights by Steve Gorelik
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
Value Investing in Poland: Insights by Adrian Kowollik
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
What does Artificial Intelligence (AI) do on the stock market? The example of ACATIS Investment
Value investors are often very curious people. We at valueDACH are also curious about what happens on the stock exchange outside “our universe”. Because we all fish at the same
Videos of the 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
The green industrial revolution
“There is no industry without disruptions,” said Dr. Hendrik Leber at the end of the first video in our interview series, that was held in German. Our economic structures are