Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: Wirecard, Acatis, China, Inflation, Zoom, Retail Investors, …
- Bavarian Value about efficient markets (in German)
- Swen Lorenz from undervalued-shares.com with an interesting write-up about De La Rue, a British small cap, in the crosshairs of the ‘war on cash’
- We know tipping points regarding technological change and networks. Collaborative explains us the Tipping Point in Fighting Police Brutality
- Collaborative arguing in Never The Same that the (below) extreme measures will likely be used again since politicians (and voters) know about them and they worked for some (groups of) people/voters
- expanding the FEDs balance sheet, airline bailouts, Paycheck Protection Plan, foreclosure moratoriums, …
- for me that is a good argument for a higher probability that money will loose its value. call it inflation)
- Collaborative uses the atomic bomb in WW II as a good comparison
- Acatis with new videos about their online conference. My personal favorite from the conference was:
- More on Wirecard
- ACATIS äußert sich zu Wirecard (German), and sold before FT reports on their on reasons (lack of trust)
- KPMG’s Special Investigation Report: Wirecard-Story (2)
- Value and opportunity with his Wirecard Follow Up
- Dan McCrum (Financial Times, FT) talks about his Wirecard story
- Another fraud: Zerohedge about fake gold in China
- Vitaliy Katsenelson with a post (and another one) comparing FANGMA stocks with the nifty fifty
- about Uber Eats as a cherry on the cake
- The Economist with interesting articles about
- Zoom and its issues in Sino-American politics (engineers are sitting in China)
- Retail investors (#robinhood), comparing current western developments (airlines, cruise lines, hertz) too Chinas history of retails stock market investors
Best and happy investing, s4v
searching 4 value 