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ICYMI
No post for the week. I forgot to publish it!
Essential readings
Distress, control, and Buffett (
)What The Governance World Does Not Tell You About The Board (
)Investing In Equities? What Do You Really Own? (
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Interview with Barry Ritholtz on his new book How Not to Invest (
)The blurring lines between High-Frequency Trading and hedge funds (
)APAC's Construction Material Sector (
)9 Powerful Yet Overlooked Lessons from Warren Buffett (
)6 high-quality stock ideas in Asia (
)A high quality growth payment company (
)A Profitable Fintech With 48% Revenue Growth (
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Trading vs Investing: Do you know what are you doing and why? (
)For Berkshire Hathaway fans: Lessons From National Indemnity Founder Jack Ringwalt (
)Payments industry: History, trends and impact going forward (
)Buffett and Munger: The Duo Behind Berkshire's Success (
)10 Books That Will Actually Make You A Better Investor (
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Stablecoins and their potential impacts for Mastercard, Visa and Wise (
)David Sarnoff played a pivotal role in the development of radio and television in the US (
)Cloud's Biggest Winners & Losers (
)Becoming Berkshire: 1973 Part 4- Wesco Financial (
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Arini: Fast growing hedge fund and credit platform (
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The Dark Side of Stock-Based Compensation (
)Teledyne: A Brief Tale Of Governance Heresy (
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Warren Buffett and Berkshire Hathaway news of the week (
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Recommended Book
Financial Statement Analysis for Value Investing
This book provides a new lens, arguing that value investing is a matter of understanding the business through accounting. This guide to investing through analysis of financial statements presents both underlying principles and practical examples. Financial Statement Analysis for Value Investing is essential reading for anyone interested in the fundamentals of value investing, practitioners and students alike.
Stocks Ideas
15 Stock Ideas from the AIM (London) (
)Interview with a shareholder of G Mining Ventures Corp. (
)Spin-off situation: Fortive (FTV) & Ralliant (RAL) (
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3 overlooked Latvian stock ideas (
)Short thesis on an Italian luxury company (
)A Norwegian deep value situation (
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An out-of-favor cannabis company (
)Veeva: Global leader in cloud software for the life science industry (
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A warrant-arbitrage that yields a 168.6% annualized return (
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Undervalued datacentre small-cap with a 120% CAGR over the last 3y (
)Uber’s Sleeping Giant Ad Business (
)Why SoFi's Banking License is it's Secret Weapon (
)Matrix Composites & Engineering (
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Copart (
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OpenAI has started to form a "moat" (
)Datadog (
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An E-Commerce Eyecare Retailer with a Long Runway for Growth (
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