Food for Thought #53 // Links

Includes: risk appetite, Japan, comparative advantage, energy, coal and commodities, vaccination narratives,

Review of Bedrock AI – a screening tool for risk

I was approached on Twitter if that they liked my tweets (at least one 🙂 ) and asked if I wanted a free trial of the product. I said yes and tried it …

Book-review: Wiedersehen im Café am Rande der Welt by John Strelecky

A friend gave me the GERMAN book to read after talking about it during a walk. The book is the sequel to Das Café am Rande der Welt which I did not read. I enjoyed the book anyway.

The book helps people answer what they really want in life by telling a simple story about a man who re-enters a special coffee shop. The first of his visits changed his life for the better and was covered in the first book.

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

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

Non-predictions for 2022

Since predictions usually do not work, I do no do them … But, here are some thoughts about what might happen, or not …

Food for Thought #51 // Links

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

My review of 2021 (the 2nd SPAC-tacular year)

The year 2021 included many noteworthy developments in the world and in financial markets …

Quicky on Fire Rock Hold. (1909 HK) – interesting year end ahead!

I recently (March 2020 😀 ) run a stock screener on high returns on equity or RoE (and some other metrics: net cash, P/E, yield it was, I believe) and ended up with a list of a few hundred company names. I quickly read through the first about one hundred names and noted ten stock tickers to take a further look. Frome these ten, I already knew four ticker symbols.

Quicky on ZIM Integrated Shipping (ZIM US)

Global supply chains are still in disorder and shipping rates are ‘sky high’, providing record profits for container liners operating at sea …

Food for Thought #50 // Links

This time the most interesting content I stumbled over includes: good CEOs, turnarounds, ESG, change, conviction, Japan, Asian stock ideas, hype cycles,…

Quicky on Brighthouse Financial (BHF US), Jackson Financial (JXN US) – abandoned

BHF and JXN might be true bargains, but they are complicated

Quicky on Bauhaus International (483 HK)

I stumbled over Bauhaus Int’ using some filter on Hong Kong stocks for high dividend yield, low valuation multiples and considerable net cash some time ago. I only wrote down the ticker at that time. What a pity …

Thesis Tracker Q3 2021

Oriental Watch released results a few dasy a go, so I can finally publish this piece.

Food for Thought #49 // Links

This time the most interesting content I stumbled over includes: SThree, market game theory & the beauty contest, ChmoMetec, going against groupthink, McAfee goes private, Viasat (VSAT) acquires Inmarsat, US housing …

Some stocks are options (to the power of two)

One can view equity as a call option on assets …

Food for Thought #48 // Links🔗

This time the most interesting content I stumbled over includes: PGR, Uranium, defensive investing, metaverse, Singapore real estate, crypto…

Quicky on Japan Petroleum Exploration (1662 JP)

I stumbled over Japan Petroleum Exploration Co., Ltd. or Japex via Inpex (1605 JP) …

Food for Thought #47 // Links🔗

This time the most interesting content I stumbled over includes: stock exchanges, biases, Nick Sleep, Great Investors, Argentinian cement play,

Food for Thought #46 // Links🔗

This time the most interesting content I stumbled over includes:

Quicky on Talanx AG (TLX GR)

I own a tiny position in TLX since July 2013. Time to take a look.

Q(uicky) on Saigon Traffic (GTS VN) – help wanted!

I did not find this copany with a systematic screener, that is for sure. I found GTS when …

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,…

Book-review: Investing for Growth by Terry Smith

I consumed a lot of Terry’s content before. Now a blog reader gave me this book and I was happy to finally read it …

Quick look at Bed Bath Beyond (BBBY)

When selling BBBY early 2021, unfortunately before the big pop, I deleted it from my watch list to not get distracted but set a reminder. Today I got a pop-up that BBBY hit €12…

Mo-BRUK (MBR PW), Oct 2021

I wanted to take a closer look for some time. Finally started some weeks ago and already bought a (starter?) position …