Food for Thought #51 // Links

HAPPY NEW YEAR !!! includes: Petrobras (PBR US), Bolloré (BOL FP), holding cash, Biontech, …

Petrobras (PBR US) might be interesting here (Forbes, Substack) but might come with considerable political risks. Swen also researched Petrobras extensively in his latest report, previewed here*.

Doomberg draws alarming paralleles between German and California politics when it comes to dumbest energy politics.

Voss Capital with Analytical lessons.

Palmvalley about holding cash and the unwillingness of institutions to invest in such strategies.

Junto removed the paywall for his great write-up on Topicus: Reverse Scale Advantage and Open-Ended Opportunities.

Swen Lorenz in his weekly dispatch* about The baby Amazon of South America – now on sale.

Bireme writes Bollore receives an offer. With all the shippers being flush with cash (see my Quicky on ZIM Shipping), the offer does not appear extremly high.

Ensemble Capital about the critical role of Empathy in Investing.

Collaborative urges us investors to Be Curious.

The Economist about BionTech’s founders and their belief

We believe that in 15 years, one-third of all newly approved drugs will be based on mRNA

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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