Links🔗: Food for Thought

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. 🔗📎
Enjoy 🙂 reading undefined, thinking undefined about and getting involved in discussions undefined

  • Must reads from Vitaly Katsenelson at Contrarian Edge
    (these days there are more posts and newsletters about corona and related economic/market topics than anyone can read, but I believe the following two are worthwhile ones):
    • a post about the Corona Virus, its impact on the economies in China and the US and its effects on their Investment Strategy at IMA
    • another post about the current equities sell off and oil rout providing an opportunity (for long term investors) with many simple investing truths and references to Benjamin Graham
  • Collaborative Fund with a post about talent clusters, boom bust cycles and social problems that will never be solved
  • Dan with Covid Observations from Beijing
  • Morgan Housel about Different Kinds of Market/Economic Declines
  • Prof. Damodaran brings a valuation perspective to the current Market Meltdown

About my blog

For the first time, some days ago I received a notification that I posted 3 days in a row. No deep dive valuations, but I have to admitt I enjoy writing the blog and to express my opinion very much these days!

I just passed both, one thousand views and 400 hundred visitors 🙂

Best and happy investing, s4v


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