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, …

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Book-review: The Manual of Ideas by John Mihaljevic

A friend works at an investing firm and gave me this book, thus I read the German hardcover version Das Value Investing Handbuch of this great value investing book. I wondered before if I should read more paper-based books instead of the usual kindle version. This book was perfect to read as the hardcover version …

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