Analyses and investment views
- Presentation for investors
- Warren Buffett and Berkshire Hathaway (Czech only)
- Presentation from the 19th Annual Shareholder Meeting of the Fund, May 2023 (Czech only)
- The oil market and oil company stocks
- What is a technology stock?
- Why we like the Japanese stock market
- Should central banks make their plans public?
- Podcast How to Invest (Czech only)
- Anatomy of a trade
- Berkshire Hathaway or S&P 500 Index?
- In no sense is this QE!
- How we understand value investing
- Amazonization of the market
- Inconsistency in BMW’s financial indicators
- Why we like share buybacks (sometimes)
- Interview with Daniel Gladiš
- How investors´ minds work
- We will all pay a high price for passive investing
- A formula for wealth creation
- Dangerously low volatility
- The sad case of the gold miners
- The family is the foundation of the company
- Where did the comrades go wrong?
- Bond excesses, Part III. – European “high-yield bonds”
- Google or Facebook? Part II.
- Google or Facebook? Part I.
- Berkshire after Buffett
- Shale oil
- Fannie and Freddie
- Passive investing leading into a trap
- Bond excesses, Part II. – Czech government bonds
- Is it safe to invest in equity indices?
- Underestimated BMW
- When gold saves lives
- What to do about currency risk in foreign stocks?
