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.
This is a paper by Gustavo Grullon and David Ikenberry. Here is the abstract Despite Tobin’s q nearly doubling since the mid-1970s, the rate of
This is an excellent interview from Oddlots When the GameStop and Robinhood story exploded at the end of January, suddenly everyone took an interest in
Virtra VTSI (disclosure: long but I am trading actively today) had its full year earnings results and call yesterday. No doubt, excellent results as the
This from Cembalest Haldeman (JP Morgan) comes with some eyepopping data: Furthermore, more than 40% of all companies that were ever in the Russell 3000
Since a few companies have now Bitcoin on their balance sheets and one particular individuum with criminal background has decided to lever his company up
Aswath Damodaran has recently started 2 classes on YouTube again: Corporate Finance and Valuation. The lectures and materials are all free and a good alternative
Carolyn Sissoko has recently given a presentation named after a paper of hers. There is also a video available. In it she argues that the
…is a new paper by Atif Mian, Ludwig Straub and Amir Sufi, a phenomenal paper. We propose a theory of indebted demand, capturing the idea
After breaking out on Friday DTEA (disclosure: long) is finally hitting a new 52 week high today. Is this just market frenzy or is the
… is the name of a recent IMF working paper by Peter Stella, Manmohan Singh and Apoorv Bhargava. The title is inspired by a 1995
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