Dennis Hong: Love of businesses, competition in China & dogs in investing
This post is a transcript of the conversation I had with Dennis Hong of ShawSpring Partners. Here you can enjoy the video of the full
The Twitter stock – a good investment for value investors?!
I love Twitter. I would undoubtedly confirm that I’m addicted to it. I love going over my newsfeed, seeing what all those smart people who
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
Bolloré: Investing in Music Streaming & African Growth at the same time?
Music streaming is a very popular investing topic for some time now, but if investors in streaming companies (i.e. Spotify) are best placed to participate
We give you our Berkshire Hathaway Shareholders’ Meeting photos
Starting today, we are making our Berkshire Hathaway Shareholders’ Meeting photos available to you under the Creative Commons License (CC BY 4.0). Under this license,
How is the Berkshire Hathaway Shareholders Meeting without Corona?
This year everything is different – even in Omaha. Because the Berkshire Hathaway Shareholders Meeting 2020 (via the link you get all important information) will
Why are Alphabet and Facebook Online Advertising Powerhouses?
Two of the most dominant advertising companies both in Europe and here in the US are Alphabet and Facebook. Both companies generate a significant amount
What did I learn at the RV Capital Meeting in Engelberg?
From January 17 to 19, I had the great pleasure to attend the Annual Meeting of Rob Vinall of RV Capital. On site I supported
Michael Maboussin – Director of Research, BlueMountain Capital
Prior to joining BlueMountain, Michael Maboussin was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management. Michael
James "Jamie" Dinan interviewed by Oliver Michael Weinberg
James “Jamie” Dinan founded York Capital Management in September 1991. It manages USD 20bn AUM. Jamie previously worked at the well-known 1980s Wall Street firm