Links🔗: Food for Thought #15

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: investment vehicles, China, 100 baggers, Goldman Sachs, 1MDB, Gilead, Intel, SES, Flow Traders, SPACs, … (this one got a bit longer far too long)

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Quicky #4 on Inpex (1605 JP)

This is part #4 about Inpex Corporation (1605 JP). I stumbled about the company when reading about Royal Dutch Shell’s huge Prelude FLNG project off Australia in which Inpex owns a stake with several other Asian companies. Inpex took a huge one-off charge due to operational production problems depressing current earnings. Time to take a look …

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Is Tencent Music (TME) worth buying for its massive long-term growth potential?

[This post was published with password protection on Sept 22 but is now reposted without protection] Spotify is a very well known company in Western Europe and the US. Chances are that you use either Spotify’s services or any other service from Apple, Google, Amazon, etc! Spotify’s investing story rides on the huge secular growth trend of music streaming, accelerated through covid-19, resulting in its one year stock price performance of +60%. Spotify’s profitability might be an issue, though. But there might be a more profitable alternative for investors …

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Initiation of a Series of Quickies on new companies

I already know several parts of my review of the current year. One part will be about missed opportunities to act quickly and buy shares of ‘known’ companies at low prices during the pandemic induced market sell-off in March an April. Thus, I decided it is essential to have a rough view or an initial understanding of a higher number of companies

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Book Review: The Education of a Value Investor from Guy Spier

I just finished reading the book ‘The Education of a Value Investor’ from Guy Spier after just three days. As an exception I read the German version. The author describes his personal journey of how he became not only a better value investor but also a better and happier individual at the same time.

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