Food for Thought #42 // Links🔗

This time the most interesting content I stumbled over includes: opportunity costs, JXN, KAP, Whisky, Bubble, Evergrande, trusting CEOs, uncertainty and risk, woke CEOs, …

On Staying Liquid… is a great reminder to look at our positions with opportunity cost in our minds – even if Kuppy (AIC) exaggerates some points here and tells a story that sounds too easy.

Swen Lorenz with his newest weekly dispatch* . On Woke CEOs and the question if they are bad for the business. And today on Burberry – the next takeover target?. Recently, Swen wrote on various potential UK takeover targets…

Closing thoughts on Cambria Automobiles‘ CEO take private – trust and ownership.

Regarding the uranium case: Here is a lenghty write up about past uranium cycles. I got it from this twitter post, so pls discuss there if you feel the urge. I am thinking about selling my KAP position, members of r/UraniumSqueeze are not rocketing and so are related prices. I think I am afraid of a negative return (however small), since I will feel like an idiot, who did things he usually does not do… (written before noon). I sold KAP today (updated my KAP post).

I am a whisky fan thus I have to link to A Premium Whisky Club with Great Growth Pros… and hope my question gets answered…

Bireme states ‘The everything bubble makes the job of stockpickers very difficult’ (Part III: Apex of a Bubble).

The undercover fund manager has Some thoughts on Investing and life.

Joachim Klement on Investing with Hold my Beer on CEOs spending cash.

@FabiusMercurius explains Post-Evergrande: China’s Waterfall of Pain.

Junto on uncertainty and risk. — Clark street provides here a nice example with Jackson Financial (JXN, a recent spinn-off) related to high uncertainty (we do not know JXN’s hedges and their quality).

Marc Rubinstein from netinterest about Banking the poor.

With the German election looming, it is about time to look back on Merkel, she was chancellor for 16 years! (sixteen, that is 4×4). And I take a rather dim view of her (non-)achievements, certainly affected by many personal biases. Let’s hope Germany gets the ‘right’ politics.

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).

* a few months ago I wanted to post my Food for Thought articles much less frequently, but I guess there is just too much high quality investment content out there + other topics!

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