I feel that not enough people (especially here in Switzerland) have an investing mindset. A lot of people have high-paying jobs and are leading quite comfortable lives. Why should they bother investing? Cash is a bad store of value Every year, cash is losing purchasing power. It might not feel like much year by year,…
Tag: Investing
What People Don't Understand About Tesla
Note: This is not investment advice. At heart, I’m a value investor, and Tesla is no value investment. I view it as a binary venture-type bet. I am a shareholder. This is part 1 of my exploration of Tesla. Read part 2 here. I believe that Tesla is one of the most misunderstood (and most…
Real Estate Investing Framework
[This is a talk I recently gave at The Frankfurt Conversation 2019 by MOI Global.] I’d like to summarize some of the lessons I learned from helping to run a buy and hold real estate portfolio: Lesson 1: Find a framework Before my involvement, I had no prior experience in the real estate industry. So…
Investing Lessons from Running a Startup
[This is an edited version of a talk I recently gave at a MOI Global event.] I’d like to share some of the lessons I learned from being a startup founder, and how these can be applied to investing: Lesson 1: I’m a better investor because I was a founder As Warren Buffett famously said:…
31 Takeaways from START Summit 2019
My main motivation for going to START Summit 2019 was to meet old friends and acquaintances from the St. Gallen area, but also to learn from the talks. I was positively surprised. It ended up to be one of the best and most innovative tech/startup conferences I have ever attended. Check out the opening video…
Building a compounding engine
Ever since reading The Intelligent Investor many years ago, I subscribe to the “value investing” school of thought. It boils down to buying undervalued companies and being a long-term investor. What Has Worked In Investing (PDF) is a great start if you are new to the concept. Here is what I learned so far: While learning…