@valuelytica.bsky.social
[DE/ENG] Research-based systematic investing. Focous on multifactor investing (Value, Momentum, Quality, Low Vol). No financial advice. Keine Anlageberatung oder -empfehlung. https://valuelytica.substack.com/
Bumsbuden wikifolio
18.09.2025 17:27 — 👍 2 🔁 0 💬 1 📌 0Super Blogbeitrag 👍
Bei Substack gibt es glaube einen Button, der das "Schnüffeln" der KI untersagt. Ob das tatsächlich funktioniert weiß ich nicht.
Eine Paywall ist aber auch nur ein vernünftiger Schutz, wenn man bereits eine gewisse Größe erreicht hat. Mit gutem Content zu wachsen wird schwerer.
Super Beobachtung. Wahrscheinlich sind die meisten (fast alle) Investoren in Turnarounds und Squeeze Outs davon betroffen
06.07.2025 19:37 — 👍 0 🔁 0 💬 0 📌 0
Just published my portfolio update for June.
valuelytica.substack.com/p/portfolio-...
Just published my portfolio update for June.
valuelytica.substack.com/p/portfolio-...
Just published my screening list for June. Check it out.
valuelytica.substack.com/p/screening-...
Just published my screening list for June. Check it out.
valuelytica.substack.com/p/screening-...
Do you know where I can find the annual report for 2024? I only found the presentation.
30.05.2025 09:28 — 👍 0 🔁 0 💬 1 📌 0
Just published my screening list for May. My portfolio update will be published in the next few days.
valuelytica.substack.com/p/screening-...
Published a new post. I compared the Piotroski F-Score and the FS-Score by Gray and Carlisle
valuelytica.substack.com/p/f-score-vs...
Published a new post. I compared the Piotroski F-Score and the FS-Score by Gray and Carlisle
valuelytica.substack.com/p/f-score-vs...
Did we see a basisclysm or a Swapsmageddon this week? Here’s quick, very early autopsy of the Treasury market shenanigans. on.ft.com/3YoEOYu
10.04.2025 14:38 — 👍 138 🔁 24 💬 19 📌 6
The 10 year Treasury yield has shot up to 4.45% and the 30-year is close to 5%. Here’s my attempt from yesterday to explain why even the biggest and safest bond market now seems to be creaking. TLDR: the liquidation of massively leveraged hedge fund trades. on.ft.com/3R748hN
09.04.2025 05:56 — 👍 316 🔁 107 💬 11 📌 16Ich empfehle Schrödingers Performance-Review: wenn man nicht ins Depot schaut, sieht man auch nix negatives 😁
04.04.2025 14:57 — 👍 2 🔁 0 💬 1 📌 0Jup, gibt kein drüben mehr. Warum ist das für dich notwendig, du schiebst doch keine Panik oder?
04.04.2025 14:44 — 👍 1 🔁 0 💬 1 📌 0
Check out my new portfolio update for April. It includes the screening list for my quant strategy. 1/n
valuelytica.substack.com/p/holy-trini...
US-Portfolio Buys:
$PPIH - Perma-Pipe International
$PSMT - PriceSmart
$CRCT - Cricut
$IBEX - IBEX
UK-Portfolio Buys:
$MKS.L - Marks & Spencer
$SUP.L - Supreme
GER-Portfolio:
$KRN.DE - Krones
$M12.DE - M1 Kliniken
Check out my new portfolio update for April. It includes the screening list for my quant strategy. 1/n
valuelytica.substack.com/p/holy-trini...
Ist deren Betriebsgeheimnis 🤣
01.04.2025 10:33 — 👍 0 🔁 0 💬 0 📌 0Damn it, I wanted to ask the same question. Made my day when I heard it on the podcast 🤣
31.03.2025 21:31 — 👍 2 🔁 0 💬 0 📌 0
Some links to stories that I found interesting have been posted on
Substack:
valueandopportunity.substack.com/p/some-links...
Wordpress:
valueandopportunity.com/2025/03/30/s...
Followed the company for years but never pulled the trigger 😬🙈
25.03.2025 19:28 — 👍 2 🔁 0 💬 0 📌 0Danke für das Aufgreifen meines Kommentars. Dieser bezog sich, wie Christian es ausgeführt hat, auf die operative Tätigkeit von externen Investoren (Fondsmanagern) im Unternehmen.
Dies ist ein Unterschied zu aktivistischen Investoren die "nur" Impulse von außen geben.
Ging mir genauso, habe mir die Aktie vor ein paar Jahren angesehen, aber auch nie den Buy-Button gedrückt. Dementsprechend hinterher geärgert
22.03.2025 12:00 — 👍 0 🔁 0 💬 0 📌 0
Some links to stories that I found interesting were published on:
Wordpress
valueandopportunity.com/2025/03/17/s...
and Substack
open.substack.com/pub/valueand...
Mediobanca has a fantastic piece of research on car insurance and premium finance in the UK.
A quick thread but the basic TLDR is that some customers are getting insanely screwed with APR going from the advertised 17% to a real APR of 34%....
@martinlewis.moneysavingexpert.com
Es ist immer eine Red flag für einen (Hedge-)Fondsmanager, wenn dieser operativ in ein Unternehmen eingreift.
Ganz extrem z.B. bei Martin Shkreli
He may not be as famous as Bill Sharpe, Ed Thorpe or Jim Simons, but Barr Rosenberg is one of the OGs of quantitative finance. Alphaville was sad to learn he passed away last month, so we wrote this tribute to “the accountant of risk”. on.ft.com/4bumJxE
14.03.2025 17:03 — 👍 34 🔁 7 💬 1 📌 1I would even guess that the demand for champagne will increase with these tariffs because of the snob effect
13.03.2025 23:23 — 👍 1 🔁 0 💬 0 📌 0
high quality (has an FS-Score of 8 or 9), so high quality and cheap like you said only in the UK
12.03.2025 22:38 — 👍 1 🔁 0 💬 0 📌 0
