Weekly Investment Reads – 8/25/19

Some of the most interesting articles I read this week:

Thinking Aloud about Bank Margins – Part 1 – Bronte Capital’s thoughts on the Eurostoxx Bank Index, spurred by Raoul Pal’s recent Twitter post

Thinking Aloud about Bank Margins – Part 2 – Part 2 of the above, with an interesting case study on Lloyds

Shipping Update – Kuppy’s updates on his shipping thesis, driven by IMO 2020. This continues to be a sector I’m very interested in entering

My 10 Cents on the WeWork IPO – The “AWS of Commercial Real Estate” or a “Double Hype”? – Value and Opportunity’s thoughts on the WeWork IPO

Two Vintage Capital Special Situations Part 1: $TAXA $RRGB – Yet Another Value Blog’s very interesting analysis of the TAXA special situation, which gives investors a “free look” at their near term financials and the VSI valuation

Two Vintage Capital Special Situations Part 2: $TAXA $RRGB – Part 2 of the above, with a focus on RRGB

Monarch Cement (MCEM): A Cement Company With 97 Straight Years of Dividends Trading at 1.2 Times Book Value – Geoff Gannon’s initial interest post on MCEM, which he determines is cheap, but maybe not in the context of an individual’s portfolio

Upping the Ante on GameStop (GME) – Long Term Value Blog’s update on GME following Dr. Michael Burry’s recent letter to the board

Two Stocks Near 52-Week Lows – Chris Mayer’s update on two Woodlock portfolio companies at 52-week lows: TSE: FIH.U (one I’m interested in looking into at these levels) and IBKR

As always, let me know what I’ve missed!

 

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