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 reads about following topics: Uncertainty, Africa, Value Factor, Online Shopping, SoftBank Group,

  • Joachim Klement on Investing with a post arguing that the value factor still produces excess returns, if corrected for intangible unproductive assets
  • Forager with a post describing how the current situation accelerates trends towards online sales arguing that consumers will remember their online shopping experiences (good or bad)
  • Collaborative about Acceptable Flaws when thinking about risk/opportunity, long-term/short-term periods, odds of change
  • Collaborative with The Three Sides of Risk, a very personal and tragic story about risk. Arguing that there are the following three categories of risk and that Tail-end events are all that matter.
    • The odds you will get hit.
    • The average consequences of getting hit.
    • The tail-end consequences of getting hit.
  • Howard Marks with its new memo about uncertainty. Sharing many quotes regarding the usefulness of forecasts.
  • with a German video about Softbank Group: many investments with abysmal performance, Japanese Telco (SBC) performing worse than two major peers, financial engineering
  • with a post about rising day trading activity during corona, lockdowns
  • The Economist about
    • How Anta, a Chinese sportswear firm, is trying to keep up sales during covid-19 as
    • global supply chains

Best and happy investing, s4v

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