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 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

  1. Just want to say your article is as astounding. The clarity to your submit is simply spectacular and i can assume you’re knowledgeable on this subject. Well along with your permission allow me to grab your feed to keep updated with forthcoming post. Thanks one million and please keep up the enjoyable work.


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