Food for Thought #44 // Links🔗

This time the most interesting content I stumbled over includes: forecasting growth, Multibaggers, SBER, Bayer, Ping An, John Menzies, Thungela, BollorĂ©, Prosus/Naspers/Tencent, …

Must read: Ensemble Capital started its series on forecasting growth.

Joachim Klement on Investing has a sad message for all those x-bagger hunters: Multibagger stocks aren’t rare, but that doesn’t mean it is easy to find them.

Vltava H1 2021 letter is out, incl. SBER‘s Gref and many other great characters.

Good read from Verus, in German: Out-of-Favor Stocks: Bayer, Ping An Insurance, John Menzies.
Bayer and John Menzies were recently discussed ideas for* members.

Swen Lorenz with his newest weekly dispatch* on quick profits with Thungela.

Bolloré half-year results 2021. Analyst meeting.

I made up my mind an tweeted my thoughts on Prosus (PRX NA) and Naspers (NPN SJ). It took me a while how to handle the cross-holdings.

The Economist about The shortage economy, incl. politicians who did ‘nothing wrong’. And related
The age of fossil-fuel abundance is dead
The IPO of GlobalFoundries is perfectly timed (chip shortage)

Marc Rubinstein from netinterest about Big Tech doing Finance.

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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