Food for Thought #62 // Financial edition

Financial edition due to current developments. (Updated)

Food for Thought #61 // Links

Includes: Greenlight Cap & shorting, Fundsmith on virtue signaling/purpose,

Food for Thought #60 // Links

Includes: fossil fuels, deleting Twitter, Japan, portfolio management/sizing bets, UnBrexit, Rob Vinall’s 2022 letter, Spotify.

Food for Thought #59 // Links

Includes: Facebook/META, Nvidia a 100 bagger, Fed put/call, Lloyd’s of London.

Food for Thought #58 // Links

Includes: Netflix, streaming,

Food for Thought #57 // Links

Includes: narratives (as quantitative factor), inflation, microcap series, Vietnam.

Food for Thought #56 // Links

Includes: BASF, Agro stocks, overconfidence, Russia/Ukraine,…

Food for Thought #55 // Links

Includes: Russia/Ukraine, Contrarian disease, central banks, passive investing and Flink’s wishes, our time,

Food for Thought #54 // Links

Includes: 2022 mistakes to avoid, Russia, Japan, Energy, …

Food for Thought #53 // Links

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

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

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

Food for Thought #51 // Links

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

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,…

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 …

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Food for Thought #48 // Links🔗

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

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:

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,…

Food for Thought #44 // Links🔗

This time the most interesting content I stumbled over includes: forecasting growth, Multibaggers, SBER, Bayer, Ping An, John Menzies, Thungela, Bolloré, Prosus/Naspers/Tencent, …

Food for Thought #43 // Links🔗

This time the most interesting content I stumbled over includes: dangerous feelings, uranium, energy, oil/gas, chips/semiconductors (IMEC), UMG, Chinese banks,

Food for Thought #42 // Links🔗

This time the most interesting content I stumbled over includes: opportunity costs, JXN, KAP, Whisky, Bubble, Evergrande, trusting CEOs, uncertainty and risk, woke CEOs, …

Food for Thought #41 // Links🔗

This time the most interesting content I stumbled over includes: blogs to watch, compounding machines, uncertainty, …

Food for Thought #40 // Links🔗

This time the most interesting content I stumbled over includes: British take-over targets, stock markets, EMs, biases,…

Food for Thought #39 // Links🔗

This time the most interesting content I stumbled over includes: China, DCFs, making money, flowers and weeds, e-gaming …

Food for Thought #38 // Links🔗

This time the most interesting content I stumbled over includes: Howard Marks about the macro future, Greenlight’s Q2 letter, Novavax, culture, EM & BRICs, China’S tech crackdown, …