Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: deep risk, value factror, Masimo, Hayden’s Q2, skills, German shares, …
Howard Marks with his must read memo Time for thinking. One great analogy relating to hte pandemic:
- Joachim Klement on Investing with The future of factor investing…doesn’t look promising
- but value still works (and momentum)
- Swen Lorenz from undervalued-shares.com tells you about a his 11th blog to watch
- I believe most of you know Prof Damodarans blog musings on markets. I love it for the methodology and basic truths. Especially when it is about stories (Uber, Tesla, Facebook … anyone?)
- If you don’t know it yet, read it! And read a lot! Really, stop reading this post (read it later though!) and start reading musing on markets from ‘The Professor’.
- Since eternity in my blogroll. You might discover other intersting blogs there …
- Kuppy with A Warning To The Compounder Bros
- Hayden Capital reports a great performance in Q2 and valuable insightful in performance drivers (read the letter)
- Ensemble Capital with its Masimo Presentation at intrinsicinvesting.com
- Forager Roadshow 2020 (Investing in Volatile Times)
- Collaborative about Expiring vs. Permanent Skills
- Farnam Street on deep risk
- Value and Opportunity with All German Shares Part 28 (#601-625)
Best and happy investing, s4v
searching 4 value 