This time the most interesting content I stumbled over includes: stock exchanges, biases, Nick Sleep, Great Investors, Argentinian cement play,
I picked that stock, so it won’t go down is a well researched investment bias, highlighted by KoI.
NeckarValue’s learnings from the letters of Nick Sleep and Zak Zakaria’s Nomad Partnership in a thread.
AsianCentury answers 11 Questions about stock exchanges, incl. HKEx, SGX.
Chris Mayer with What Makes A Great Investor? There can be many answers to that Question, one is to make one great investment and holding on to it for a long time (needed: trust).
Versus with a great German post Vom Wert der Zeit – Hypoport, Pandora, SNP. It is about the walker (value) and the dog (price). Value should ideally increase over time with high probability, price can fluctuate wildly around value.
Junto with a big Checklist.
Adam Mead sees Capital Intensity As A Source Of Competitive Advantage. I think it is a factor for Mo-BRUK (MBR PW).
Marc Rubinstein from netinterest about a new Brazilian Bank in A Nu Dawn, A Nu Day.
Best and happy investing, s4v