Food for Thought #37 // Links🔗

This time the most interesting content I stumbled over includes: UK takeover targets, Russian stocks, Gazprom, Sberbank, European vs US stocks, Ever Grande (China), …

Joachim Klement on Investing with Analysts playing the lottery (stocks). For one I think it is very true that investors overestimate the probability of unlikely events with high payoff, i.e. lottery tickets, and read so in books. On the other hand, the opposite can also be true. Taleb wrote about this setup in Fooled by Randomness. Most people do not want to buy financial instruments (think options) that are likely to result in a small loss tomorrow for the (unlikely) chance of a very big profit. I believe this bias could be at work at Flow Traders (FLOW NA).

Swen Lorenz with his newest weekly dispatch* about interesting potential UK takeover targets. A recent deep-dive behind the pay-wall was also about an interesting UK-listed company. And his recent write-up is on the Russian stock market (which I find interesting) and Gazprom and Sberbank (two stocks I own).

Another of those How to lose at investing-articles that are still so very helpful and much easier to write (and follow?) than how to win…

Two great arcticles discussing better/worse European/US stocks and their valuations. Big thank you to V&O – I had forgotten about these wonderful write-ups. But now I follow Drew’s Views.

Marc Rubinstein about Ever Grande and other things China.

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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