Jeppe Kirk Bonde - Bonde Invest

[competitive-advantage]

I recently listened to a danish podcast with the investor Jeppe Kirk Bonde as guest. He seems like a hardworking guy with a great research setup. He recommended the book "Valuation", which I plan to read soon: https://www.amazon.com/Valuation-Measuring-Managing-Companies-Finance-ebook/dp/B0892ST8ZM

 

His investment performance over the last 10 years should be 25%.

 

More info:

https://www.bondeinvest.com

https://www.etoro.com/people/jeppekirkbonde/stats

 

[ValueArb]

Thats a two-fer when you recommend a good video and a good book all in one post. Thanks!

[Spekulatius]

I watched two of his videos. I was very skeptical first and thought he was just a trader using tailwind from people who follow him, but he does seem to have a sound process and risk management. he has a consulting background and uses the approach he learned for his stock picks.  He Seem worth to keep and eye on. As I understand it you can just shadow his trades with an etoro account. He does seem to deal with reasonable liquid stocks so shadow trading should mimics his performance reasonably well.

 

@competitive-advantage thanks for sharing.