Compilation of articles recommended for investors in general and, especially, for followers of value investing, volume 234.
Recommended articles of the week in Spanish
- Interview at Value Investing FM (Víctor Morales in Investing in Value)
- Thesis of Israel Chemicals ICL second part (Finanzasmania)
- Miguel de Juan, Topps Tiles (Iceberg of Valor)
- Video of the Annual Investor Conference 2018 (azValor and Finect)
- Investment thesis in Boston Omaha. Argos Capital March 2018 (Miguel de Juan in Rankia)
- A review of business cycles (Javier Flórez in The Return to the Graph)
- When managers believe they are owners (Juan Gómez Bada in El Confidencial)
- Seth Klarman y Antifrágil (Brian Flores in Let's Talk About Finance)
- International value fund portfolios December 2017 (Finanzasmania)
- David Einhorn, in his worst underperformance in his history, compares the current situation with 2000 (Jorge Alarcón in inBestia)
- eDreams is no longer for sale: it discards the interest of potential investors and plummets more than 28% (Carmen Alba in Finect)
- What is premium pricing and how is it different from a premium brand? (César Pérez Carballada in Marketisimo)
- Caught in the pyramid pension scam, the consequences are here (Marc Fortuño in El Blog Salmón)
Recommended articles of the week in English
- How Do You Know that Management is Competent? (Mike Schellinger and MicroCapClub)
- Investment Gems From Seth Klarman (Grahamites in Gurufocus)
- “I hope for Goldman Sachs’ bankruptcy”: Nassim Nicholas Taleb on Skin in the Game (George Eaton en New Statesman)
- The Winners Write the History Books (Ben Carlson en A Wealth of Common Sense)
- Bitcoin explained in plain English (Glenn Chan’s Random Notes on Investing)
- Why are antiques now so cheap? (Tyler Cowen en Marginal Revolution)
- De Beers fights fakes with technology as China’s lab-grown diamonds threaten viability of the real gems (Celine Ge and Soth China Morning Post)
- Lessons from Spotify (Stratechery)
- The World Through an API (Martin Casado in Andreesen Horowitz)
- Latticework of Mental Models: Thinking From First Principles (Anshul Khare en Safal Niveshak)
- Why Software is the Ultimate Business Model (and the data to prove it) (Savneet Singh)