Food for Thought #45 // Links🔗

This time the most interesting content I stumbled over includes: energy, fuel, a blog to watch: good-investing, Iran, Japan, Asian stock ideas,…

KoI with Invert, always invert – energy crisis edition. What do energy prices have to do to justify current stock prices?

Doomberg explains Where Stuff Comes From. On chemical byproducts from fuel.

Swen Lorenz with his newest weekly dispatch* about A great website with real quality content! Also take a look at the good-investing+ community. Further, he revisits a former Idea: The possibility to invest in The Amazon of Iran.

Asian Century Stocks is Borrowing Ideas from Funds (part 1).

The three most dangerous words in investing: I missed it – when we dismiss an idea because it run up a lot. I seldomly overcome this bias. I overcame it with Qualitas and of course I am down so far.

Corporate Japan: Built to Endure. It includes

  • JP “Companies emphasize on sustainability, rather than quick profit maximization”
    • I am not entirel sure if we should strike through the ‘quick’ or at least put it in brackets…
  • “Japan’s corporate sector is not very obsessed over quarterly business results and short- term stock price movements…”
    • I guess this is the reason why FY’21 net profit estimates for Inpex (1605 JP) are still at JPY 174bn
      • their FY forecast from AUG10 is for 170bn, based on avg Brent $65 in H2.
      • Brent’s Q3 low was at $65, avg sth like 72, Since OCT Brent is >$80, currently at $84 (OCT12)
      • I am excited what happens on NOV5 (Q3 results)

Collaborative with It Sounds Crazy. They highlight a divergences about held believes (strong narratives) and real developments (facts) changing faster than our opinions.

Value and Opportunity with its Q3 review and a nice definition of naive growth-investing and naive value investing (Value vs Growth)

Marc Rubinstein from netinterest about The Value of Experts on expert networks (GLG, Tegus).

Company news

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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