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.
Matt Levine is back from parental leave and has resumed his daily newsletter Money Stuff. He is a former lawyer and investment banker structuring derivatives
Aehr Test Systems AEHR (disclosure: no position but looking for a cheap entry) is out with Q2 numbers: Net sales were $1.7 million, compared to
Antero Resources AR (disclosure: long) is in the markets again with some value creating financial engineering. They refinance 2022 senior notes with senior unsecured notes
… is the new and revised edition from Bruce Greenwald, Robert Heilbrunn Professor Emeritus of Finance and Asset Management at Columbia Business School and the academic
Propane is ripping higher as high demand causes hefty draws on inventory. Demand for NGLs in general comes from LNG exports as prices rise overseas
This is a new paper by Hao Jiang, Dimitri Vayanos and Lu Zheng. Wild stuff. Here is the abstract We show theoretically and empirically that
Monetary Policy Under Financial Repression is a great blog post by Michael Pettis, in which he explains the nature of financial repression (although I believe
I like to read Bloomberg’s Five Things to Start Your Day. Those give a very quick overview of what is happening in the world and
One of the more interesting things I have recently learned from Michael Pettis is the idea of entire countries hedging their economic fortunes. He has
Amyris AMRS (disclosure: long) has closed the first of several announced transactions that should eliminate all debt problems and show investors that management can be
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