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: FactSet, human behavior, Tencent, Spotify, Wirecard, financial companies …

  • Ensemble Capital with a post at about companies’ relationships with its stakeholders: employees, suppliers, customers, governments in the current crisis
  • Damodaran with A Corporate Life Cycle Perspective.
    • His Viral Market Update X looks at company performance differences with regard to their corporate life and their growth rates
  • The Economist with an interesting read about Tencent

Best and happy investing, s4v


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