KochBank Weekend Reading






KochBank Weekend Reading


First pictures of the new Air Force One (click)






Joachim Klement is looking at a fascinating study that shows how intergenerationally ingrained the experience of the Weimar hyperinflation is in German society. It still affects financial and investment decisions today (see article below)






Eagle Point Capital March Reading Roundup (see aticle below)






Mytheresa was founded in 1987 with one boutique in Munich and began selling online in 2006. Neiman Marcus acquired the company in 2014, installed Michael Kliger as CEO and then spun it off into an independent publicly traded entity in 2021. They recently acquired Net-a-porter Yoox (on very favorable terms). They now trade as "LuxExperience" in New York (see article below).










 

Morgan Stanley raises the very interesting question of what will be the 2nd order winners of AI. Unsurprisingly the answer is "TBD" (see article below)






Misitano & Stracuzzi is selling customized specialty citrus essences and essential oils to the fragrance and ingredients industry (see article below)





Simon van Zuylen-Wood portraits Alex Soros, the "New Soros". Not as an investor, but political power broker. It´s a good read, highlighting the ambivalence of being "il principe".


I am not an expert, but this will not end well (see video below)






Teranos 2.0






Talking about fraudsters (more on Trump´s crypto shananigans - click)

Podcasts & Videos
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Analyst Job Description 2025. Trying to do anything in this environment (click)






The newbie learning on the job






English European Cup Finalists (click).  Meanwhile at the Stadium of Light in Sunderland, English 2nd division, the crowd is going ballistic (click)





Enjoy the Weekend!