Food for Thought #36 // Links🔗

This time the most interesting content I stumbled over includes: Fool’s gambit, the losers game, investing abroad.

Vitaliy Katsenelson in Fool’s Gambit fools in search of greater fools, others timing the market and his game personal game of buying undervalued single stocks in an expensive market.

Swen Lorenz with his newest weekly dispatch*. It is part 3 of the great escape series. Of course, it is about Guernsey (after Dubai and Monaco).

Guy Spier shares some thoughts/ideas on India/stock research/Playing defense…

Junto about The Loser’s Game – an expression and important mental model I know from Howard Marks’ books.

Chris Mayer on Investing Abroad.

Bruce Packard about a bank stock losing -95% w/o fraud.

A thread on The Asset-Light Economy and accounting implications.

Asian Century Stocks with a great Samsung post.

FT’s How ‘dark arts’ and dirty tricks turned investors against Toshiba is a great example of the huge governance and corporate politics issue in Japan. (This link should be free)

Best and happy investing, s4v

* marks an affiliate: if you want to become a paying member to Swen’s world-class content please use my link. hte price for you is the same. I might receive a referral bonus (money).

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