I stumbled over some reviews of 2020 (and some other stuff) …
Time for reviews: I am sure that by now, all of you have read several high-quality reviews. Some writing philosophical pieces others focusing on financial markets, their performance and individual portfolio positions. I will do all this too and I am looking forward to it. Here I want to share some reviews, the 1st one is a sad and sometimes funny personal reveiw spanning 2+ decades
- A Farewell to the Hong Kong I Loved (Matthew Brooker, bloomberg opinion)
- valueandopportunity with his 21 (+6) investments for 2021 (portfolio look-through)
- The undercover fund manager learned to Work smarter, not harder in 2020
- Cliff’s (Asness) perspective on the value factor in 2020
- Bill Gates Year-in-Review-2020
- Forager’s 8 Best Blogs of 2020
- deepvalueinvestments’ 2020 full year performance
- Autumn capital’s 2020 in review
- Nick Maggiulli with Top Google Search Terms of 2020
Worrying signs? 2020 IPO record was reached with with US companies and their top shareholders raising $435 bn, surpassing the prior high of $279 bn from 2014. The biotech industry lured the most cash.
China politics: How China Lost Patience With Jack Ma, Its Loudest Billionaire (bloomberg)
Valuesque with European Banks and the Q3/20 IFRS 9 Overlay – Fundamental vs. Technical Input to Accounting.
Kuppy (adventuresincapitalism) on riding freight trains (position management).
Swen Lorenz‘s 11 business lessons learned from my Sark initiative.
Jamie Catherwood (investor amnesia) looks at A Historic Year.
Company news
- Oscar Insurance (private) filed for its IPO, lining up with Root and Lemonade trying to disrupt the insurance market. I feel comfortable with PGR US.
- Softbank (9984 JP) joins the SPAC frency which gain traction in Asia.
- Alibaba (BABA) and its founder Ma got problems with Chinese politics.
- SES (SESG LX), other satcos might receive extra $ from FCC as C-band auction tops $66bn
Best and happy investing, s4v
searching 4 value 