This time the most interesting content I stumbled over includes: blogs to watch, compounding machines, uncertainty, …
Swen Lorenz with his weekly dispatch* on why Asian Century Stocks is a great blog to watch and another one about The Economist.
The undercover fund manager tells us How to invest in compounding machines.
More than surviving uncertainty (part 1/2).
GMO‘s letter with nice Q&A on the Value vs Growth debate. 25% of US stocks trade at 10x P/S.
Chris Mayer explains The first rule of compounding and dismisses the argument against buying IPOs (the stock market is a market of second-hand goods that sb with better knowledge sold initially).
The uranium story, that I liked very much when I first got to know it (months ago), is gaining more traction with write-ups from Kuppy (Adventures in Capitalism); Conor Maguire (Value Situations); and some more. And a good video.
Betting on change. Many gems inside! One that stuck with me: “I’ve come up with a set of rules that describe our reactions to technologies:
1. Anything that is in the world when you’re born is normal and ordinary and is just a natural part of the way the world works.
2. Anything that’s invented between when you’re fifteen and thirty-five is new and exciting and revolutionary and you can probably get a career in it.
3. Anything invented after you’re thirty-five is against the natural order of things.”
Collaborative with A number of today and a story about tomorrow.
Marc Rubinstein from netinterest reviews his astonshing achievements and is introducing a paid tier service – that should not surprise anyone. And writes about M-Pesa, the very early and widely used African solution.
Best and happy investing, s4v
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2 thoughts on “Food for Thought #41 // Links🔗”
Thanks for sharing! I think I’m going to check some of these out, because I’m a big fan of The Undercover Fund Manager. You seem to have good taste 🙂
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Thanks for the kind words. Highly recommend reading hist posts