Value Ideas Blog
Reading Recommendations and Announcement
Once again, we share our most useful lecture with you, this week you might want to take some more time than usual:   An outstanding student investment newsletter from the Columbia Business School: http://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files/Graham%20%26%20Doddsville%20-%20Issue%2020%20-%20Winter%202014.pdf   An exponentially growing company in a very competitive field: http://moatology.com/2014/02/20/optimizerx-a-little-company-in-the-sweet-spot-of-a-massive-industry/   And, as we like to do, we give you two great quotes:  
Really good investment opportunities aren’t going to come along too often and won’t last too long, so you’ve got to be ready to act. Have a prepared mind. ― Charlie Munger You will become way less concerned with what other people think of you when you realize how seldom they do ― David Foster Wallace, Infinite Jest
  Finally, we do not want to miss out on making an announcement for those of you who are around: We are going to have a presentation on value investing, margins and moats at the European Business School in Oestrich coming up on Monday. Feel free to join if you have the chance! https://www.facebook.com/events/530086467089189/?ref_dashboard_filter=upcoming

1 Comment

  • Hallo,

    ich habe an Eurem Vortrag teilgenommen und finde es sehr gut von Euch, dass Ihr durch diese Vorträge eine Platform für alle Value investing Interessierte bietet.
    Auch Eure Fall Beispiele anhand an aktuellen Firmen fand ich interessant.
    Hoffe, dass Ihr diese Vorträge weiter ausbaut und vielleicht, ähnlich wie Graham und Schloss, Nicht-Akademiker für dieses Thema begeistert und Zugang zu Eurem Wissen bietet.
    Weiterhin viel Erfolg auf Eurem hoffentlich sehr langen Weg.

    Gruss

    Musti

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