This time the most interesting content I stumbled over includes:
After his great „All German shares“ Series Value and opportunity started the new „All Swiss Shares“ series. (part 2 published today)
CompoundCapital with a Post-Mortem of an Investment Gone Wrong. Such posts provide valuable learnings. REgarding his fourth lessen: I believe complex models are neither right nor wrong per se, we should always make use of the right modelling. If a complex model is needed for the job, that’s the way to go, if a simple model can do it, that is obviously the better choice.
Finally, I found a piece of my Oriental Watch-puzzle. 398 HK rose over recent months so I was looking for some information. There seems to be higher demand for expensive watches, partially driven by speculation.
Best and happy investing, s4v