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

  • According to the latest memo from Howards Mark of Oaktree Capital, during the current corona crisis most opinions are merely informed guesses. He asks a whole bunch of thought-provoking questions regarding current actions undertaken from government and central banks
  • A post at efficientfrontier.com about the upward distribution of stocks and their rightful owners.
    • Even before the article, I liked the used quote about the rightful owners very much. Check out other quotes.
  • Joachim Klement on Investing
    • asks Are we going to abandon China? with regard to changing the current structure of supply chains, drawing interesting conclusions from research into floods and relocating people.
    • and discusses alcohol consumption in the US with references to the current crisis and to Uber/Lyft
  • Ensemble Funds with its Investor Letter for the First Quarter 2020 talking about the general market development and its high volatility, as well as
    • Mastercard and Home Depot issuing long-term bonds
    • giving us a feeling for numbers (million, billions and trillions), since most people probably do not feel a difference anymore…
    • many interesting snippets (company focus)
    • and here the call transcript

The economist with a snippet about Britains pubs, reminded me of my Greene King investment (sold by now). Lead me to have a look for other listed pub companies. The biggest, JD Wetherspoon (JDW LN) performed worse (as expected) than the FTSE this year. Maybe I find time to find time to analyse JDW or another pub company soon.

Best, ahve a nice weekend and happy investing*, s4v

*) another post today ended with good luck

2 thoughts on “Links🔗: Food for Thought

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    Like

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