Florian is from a small rural village in Bavaria, Germany. He earned his MSc in physics from the TU Munich and is currently doing a PhD in Additive Manufacturing of metals in Sheffield UK. Investing is his self taught hobby and passion. His knowledge comes from books, the lectures of Aswath Damodaran and studying the great investors. He focuses on small caps and always appreciates discussing stocks and investing generally. (Macro-) Economics and monetary policy are also of great interest to him.
I listen to pretty much every episode from Patrick O’Shaughnessy but this is another very special one with Carl Kawaja. Carl Kawaja is a long-time
Diamcor Increases Revenues to USD $1.2M in First Quarter of New Fiscal Year. Despite ongoing COVID-19 restrictions limiting processing capacity in the quarter, the Company
From Federico S. Mandelman, Federal Reserve Bank of Atlanta. Very nice written paper. The car example probably looks familiar. Summary:The COVID-19 pandemic produced a massive
here it goes, 180 pages Peter Lynch
Calculating Customer-Based Corporate Valuation a new paper by Michael Mauboussin, another great and informative read.
… from Robert Aliber. Remarkable transformation of the U.S. international investment position occurred over the last 40 years. U.S. net foreign assets were larger than
is a fascinating paper from March 2020 from Sebastian Hillenbrand. Some amazing figures and results follow. Long-term U.S. Treasury yields fell by almost 8% between
The Fed Financial Stability Report is out and of course the media tells us that the Fed warns of excessive asset prices. Well not so
My article on Seeking Alpha
by John Rekenthaler… link. Astounding… the answer is not many and only the largest in the past decade
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