Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about following topics: Equity Risk Premium (ERP), Visibility, surging distressed Debt, fixed income performacne …
- Ray Dalio with another very insightful part of his deep-research series. This is another must-read!
- valuesque about the equity (market) risk premium or ERP in times of corona: The Equity Premium – a Coronavirus-Puzzle!
- Collaborative with
- Dr Hendrik Leber (Acatis) giving a German interview to Forbes, talking about
- airports as shopping malls, tech companies,
- Guy Spier talks at google about the idea of inner and external score cards (from Warren Buffett)
- ofdollarsanddata.com
- answers the question Why You Should Invest in Stocks?
- comparing stock investing and a favorable game of roulette
- related: read my comparison between equity investments and poker, based on the elements: skill, luck and hidden information
- with another post about portfolio construction and their historic performance (variations), drawdowns etc. I believe there is one important fact to keep in your mind when looking at data comparing historic performacne of equity- and bond-investments:
- during the last 40 years (US) interest rates came way lower puishing fixed income returns. Likely at a scale we will not experience in the next 40 years…
- answers the question Why You Should Invest in Stocks?
- BavarianValue with a valuation of Beiersdorf
- valueandopportunity with his
Best and happy investing, s4v
