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An Old Shake Shack write up I did for myself...
10/15/2021 update: I’m sharing this here about 1.5 years after I first wrote it. I write these for myself and decided to share it because I value…
Oct 15, 2021
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Hermann Peterscheck
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An Old Shake Shack write up I did for myself...
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July 2021
The stupidest investment decisions were the ones I never made...
How to not make money on Activision and Monster Beverage
Jul 15, 2021
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Hermann Peterscheck
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The stupidest investment decisions were the ones I never made...
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April 2021
Looking back at: Groupon
Confusing a backward looking narrative with a forward looking prediction is one of the worst errors investors make. We tend use our skills at crafting…
Apr 18, 2021
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Hermann Peterscheck
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Looking back at: Groupon
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March 2021
Apple vs. Blackberry
Could you tell the difference before it's too late?
Mar 26, 2021
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Hermann Peterscheck
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Apple vs. Blackberry
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Price Always Matters
When a subset of equities enters a time of prolonged euphoria, market participants start engaging in all manner of dangerous behavior. This includes…
Mar 21, 2021
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Hermann Peterscheck
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Price Always Matters
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February 2021
Comments on the Annual Berkshire Letter
The Berkshire Hathaway annual report is always full of great insights, so I thought I’d post my comments here. It’s as much a way for me to record my…
Feb 27, 2021
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Hermann Peterscheck
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Comments on the Annual Berkshire Letter
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Gaze Not Into The Abyss...
Avoid Manias in Investing
Feb 24, 2021
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Hermann Peterscheck
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Gaze Not Into The Abyss...
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GME Commentary: Extract from my Q2/2020 letter to investors
From the investor letter dated Oct, 2020 Below is an extract from my Q2,2020 investor letter about GameStop. I was reading back through them and felt…
Feb 19, 2021
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Hermann Peterscheck
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GME Commentary: Extract from my Q2/2020 letter to investors
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Are all those people worth it?
The uneven relationship between tech hiring and company growth.
Feb 19, 2021
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Hermann Peterscheck
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Are all those people worth it?
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My Complex Relationship with Tesla
Own the car, not the stock.
Feb 13, 2021
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Hermann Peterscheck
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My Complex Relationship with Tesla
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No Decision Investing
Don't just do something, stand there.
Feb 12, 2021
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Hermann Peterscheck
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No Decision Investing
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January 2021
The Case for Holding... Forever
Are some companies worth owning forever? - A narrative.
Jan 26, 2021
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Hermann Peterscheck
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The Case for Holding... Forever
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