Food for Thought #52 // Links: 2021 review edition

Includes: ports, Japan, hydrogen, TPG & PE models, and a bunch of 2021 reviews

Undervalued Japan about Dirt Cheap Japan. (referring to cost of living, not stocks here. It is true, we were very much surprised how much cheaper our 3w 2018 trip was vs our expectations, and indeed our friends are surprised when we tell them and strongly recommend visiting JP)

Swen Lorenz with his newest weekly dispatch* on Hydrogen: Why Investors should pay attention. I remain a sceptic as for many other hyped topics. Also a research report for paying members* about Trumps media play (DWAC). It is extraordinarily polarizing and could be a total flop or an enourmus win (think getting all the Fox-and-the-like viewerships, and if he runs for president how much of his funding will we spend on this platform?)

Collaborative explains that Ports are owned by local cities and will not experience dramatic investment (capacity expansion).

Marc Rubinstein from netinterest about TPG. He reviews the private equity investor fee structure and the return profiles of 5 of its high-profile investments.

2021 reviews & 2022 outlooks

Value Stock Geek looks at his 2021: YEAR IN REVIEW.

Alpha Vulture reached 10 years of compounding at 30%: 2021 end-of-year review.

Global Stock Picking‘s watch outperformed his portfolio in 2021. HK stocks were weak, and prices of expensive watches are rising. Difficult write-ups sometimes provide the best lessons, I believe.

Deep Value Investments2021 Performance / Portfolio Review a slightly disappointing +20.5%.

Vltava Q4 2021 letter.

Value and Opportunity‘s Performance review 2021 and 2022 outlook.

Best and happy investing, s4v

* marks an affiliate link. if you want to become a paying member to Swen’s world-class content please use my link.

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