Food for Thought #41 // Links🔗

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.

The Madness Of Investors.

Was Ben Graham a Quant?

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


* 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).

2 thoughts on “Food for Thought #41 // Links🔗

  1. 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 🙂

    Liked by 1 person

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