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.
High yield spreads are historically tight again, so that surely must spell trouble. Well, not so fast because the index composition has also changed. As
This FT piece (paywall) is actually about how the big 4 are between a rock and a hard place (US and China) when it comes
Another great post from Ben Carlson. I really like this distribution of stock market returns per year showing for example that the average return of
This is highly significant for the uranium sector. The Sprott involvement with its name and reputation and listings opens the door for significant money to
Here is the Q1 2021 Arquitos letter. I like the manager Steven Kiel a lot so this post is not to single him out but
A good article by Michelle Celarier in Institutional Investor about Carson Block and his fund/firm Muddy Waters. I knew that Block was a good short
What an amazing keynote by NVIDIA CEO Jensen Huang. No wonder this is a $400B company (no position in the stock). Also hard to understand
Bridging Accounting and Valuation Another paper from Michael Mauboussin and another good one. They discuss the role of intangibles and the issues that arise when
…even though they are desperately needed (the good ones at least, not the likes of Melvin). Assets Have Tanked at Two of the World’s Biggest
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