Wirecard, Enron and what investors can learn from frauds
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
Bolloré: 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 in the music streaming value
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, you are allowed to use
How is the Berkshire Hathaway Shareholders Meeting normally?
This year everything is different – even in Omaha. Because the Berkshire Hathaway Shareholders Meeting 2020 (via the link you get all important information) will take place without spectators this
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 of their revenue from advertisement
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 Rob with the production of
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 Maboussin is the author of
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 Donaldson, Lufkin & Jenrette, Inc.
Michael Oliver Weinberg, APG, interviewed by Svea Herbst-Bayliss
APG manages USD 500bn (!) for Dutch pensioners. Michael Oliver Weinberg is an asset allocator for APG, and teaches investing at Columbia Business School. He is the founder of Project
Cliff Asness, ARQ Capital Management, at Project Punch Card Conference
AQR Capital Management has USD 180bn (!) AUM. Cliff Asness is a very active researcher and writer: Blog, Twitter, research papers, articles and guest contributions. He was twice awarded the
