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: Bollore, Wirecard, Flexibility, Finance Books, Supply Chain Finance, Crown Castle, the bull market vs the economy, Nintendo, …

• If you missed it, here is a reference to my guest contribution about Bolloré SA for valueDACH:
  • Investing in Music Streaming & African Growth at the same time?

• Joachim Klement on Investing
  • argues with regard to the mayor techs that Breaking up is hard to do…but necessary, and
  • with an interesting behavioral biase related to the recent market rebound
  • tells you not to look at your portfolio too often

• Swen Lorenz from undervalued-shares.com with its investing in poland series
  • part 1
  • part 2

• Ensemble Capital with a post at intrinsicinvesting.com about Nintendo which could capitalize on nostalgia

• Forager about their purchase of shares in an energy drinks producer

• Collaborative with 5 Stories That Got Us To Now

• Bill Miller with his perspective on the current bull market vs the economy

• John Huber from Saber Capital argues in The Coffee Can Edge that
  • buy-and-hold-forever brings some advantages

• Forbes India about different perspectives on Masayoshi Son and Softbank Group
  • according to bloomberg, massive share buy backs (with more yet to come) have pushed the price to its highest since two decades.

• On Wirecard
  • Valuesque’s part 4: Wirecard’s low Tax Rates as a Warning Sign?

• A Wealth of Common Sense with The Best Finance Books in One Sentence
  • I missed any references to Klarman and Marks

• Net Interest with an interesting read about Supply Chain Finance: Greensill and the Stillbirth of a New Asset Class

• Damodaran with his Viral Market Update XI: The Flexibility Premium

• Elliots perspective on Crown Castle (and American TowerCos)

• YetAnotherValueBlogger about Twitter, the. Hacking of Twitter and ways to reap higher profits from it

• The Economist with an interesting article about value investing, asking
  • If the dotcom boom and bust had not happened, would value investing have quite the same moral authority today?
  • The last paragraph reads: In the late 1990s […] burst dramatically. The bust was a painful lesson for investors. But perhaps some lessons were learnt a little too well. “When fools shun one set of faults”, wrote Horace, “they run into the opposite one.”

Best and happy investing, s4v

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