Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past.
Enjoy 🙂 reading 
, thinking 
about and getting involved in discussions 
- Oaktree shares some Insights regarding risks and opportunities in emerging markets amid a global slowdown
- Ray Dalio from Bridgewater shares some of his research about The Changing World Order on LinkedIn (long read, absolutely worth it!)
- explaining increases and decreases of relative importance of countries (kingdoms, empires), based on a set of factors
- military power, reserve currency status, education, competivness, etc.
- already listed in my best-of list
- Robbe Delaet at SeekingAlpha argues why Check Point is currently undervalued: The Market Misunderstands Subscription Growth
- Valuesque explains the ongoing Pension-Madness and why it will continue
- Plan assets backing pensions liabilites dived
- discount rates jumped recently, but could very well come way lower in the future, based on stimulating central bank actions
- Klement with The deadly reality of Covid-19 (corrected) explaining parallels between wars and the current crisis, argueing that
- corona crisis will shock us (inhabitants) more (lower casualties than wars, but more per day)
- Prof. Galloway argues that higher education will be more important in the future and that
- some universities (ed companies) could partner with a major tech company, reaping huge profits
- Collaborative with two interesting posts
- Starcapital with an interactive map about valuation metrics
- Yet Another Value Blog asks some thought-provoking Commercial rent payments questions
Best and happy investing, s4v
searching 4 value 