Food for Thought #40 // Links🔗

This time the most interesting content I stumbled over includes: British take-over targets, stock markets, EMs, biases,…

Swen Lorenz with his newest weekly dispatch* looking again at the British stock market and potential British take-over targets within the property sector. And today’s weekly dispatch argues for looking at cheaper European Stock Markets.

The Kelly criterion applied to long-term value investing. – Junto

Mauboussin on three behavioral biases.

Damodaran with a great take on Emerging Markets. Cashflows, growth and risk determine value. In EMs companies have less control over these.

Collaborative with Rules, athruths, Believes.

Forager reminds us that the market is about right on average and we therefore need an edge.

David Webb-site with 30 years in Hong Kong.

Next week I am on a one week sailing trip, and hope to not see a single stock quote.

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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