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, …

Thought on Emerging Markets; and playing (Russian) roulette?

With some of my best performing stocks being emerging market plays, I got to think about the question of …

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,

Quadients H1 2021 resulst

QDT earnings for six months ending JUly 31, 2021 were released on Sept 27.

Quicky on Inpex (1605 JP)

With current developments within the energy markets and energy crisis looming in Europe (and elsewhere), it might be worth to take another look …

Portfolio construction (part 1)

I struggle to decide on position sizes and wanted to formalize the process for some time. This is part one that ends with a conclusion I am eager to build on.

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, …

Quick thoughts on Oriental Watch (398 HK)

As of Monday, the stock (398 HK) is down to HKD 3.32 from its June 22 high at 4.55 (-27%). And who knows, Chinese/HK stocks might go a lot lower with Evergrande/property developers/debt -stories unfolding.

Book-review: Common Stocks and Uncommon Profits

I had this classic investing book on my reading list for some time and right after reading through the Kindle extract …

Book-review: Ein König für Deutschland by Andreas Eschbach

I just read another book by Andreas Eschbach: Ein König für Deutschland which roughly translates as A King for Germany …

Quicky on Uranium / Kazatomprom

The uranium thesis was there for a long time, now there are catalysts and the potential for reflexivity

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,…

My Old Gazprom write-up

In the early days of my more serious investing journey, I wanted to publish write-ups on Seeking Alpha, but unfortunately …

Quicky: L’Occitane (973 HK) after the pandemic

The company released its AR report for the FY 2021, ending March 31, 2021.

Food for Thought #39 // Links🔗

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

Book-review: Der Neunte Arm des Oktopus (non-investment related)

I finished this book in record-time …

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, …

Food for Thought #37 // Links🔗

This time the most interesting content I stumbled over includes: UK takeover targets, Russian stocks, Gazprom, Sberbank, European vs US stocks, Ever Grande (China), …

Quálitas (Q* MM), July 2021

Quálitas is referred to as the Mexican Progressive.

Food for Thought #36 // Links🔗

This time the most interesting content I stumbled over includes: Fool’s gambit, the losers game, investing abroad.

Shinoken (8909 JP), June 2021

Shinoken seems like a good bet to take.

Book-review: Fortune’s Formula by William Poundstone

I read about Fortune’s Formula somewhere and put it on my reading list because I am greatly interested in the topic of Position Sizing which the book is about and more specifically about the Kelly Formula.

Food for Thought #35 // Links🔗

Some interesting content I stumbled over.

Quicky #18 on Deutsche Telekom (decision)

I own a ‘legacy position’ in DT and thought about selling for some time. I am most certainly biased. Now that DT’s capital markets day is over, I have their new guidance to base my decision on …