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: Nikola, Tesla, shareholder returns, SoftBank Group, Bessemer Venture Partners, Netflix, …

  • Joachim Klement on Investing analyzes the UK’s Brexit bluff using good sound economic theory in his post. I like 🙂
  • Marc Rubinstein from Netinterest with great insights about The German Bank Paradox
  • Chris Mayer on How Halma achieved these high total returns over many years. Besides other, important factors for high total shareholder returns seem to be: keeping share count flat (or low), funding acquisitions with internal Cashflows, Acquisitions within business area, acquiring good businesses
  • Nongfu Spring (9633 HK), the biggest Chinese water bottler, has a hot IPO.
    • Besides Chinese tech names, consumer companies had a great performance.

Best and happy investing

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