Food for Thought #51 // Links

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

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 #46 // Links🔗

This time the most interesting content I stumbled over includes:

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 #22 // Links🔗

The year is coming to an end. Here is some more food for thought for the weekend or the holidays, including: investing with a sense for future regrets, Charles Schwab, Square, FEmsa, BBBY, …

Links🔗: Food for Thought #15

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: investment vehicles, China, 100 baggers, Goldman Sachs, 1MDB, Gilead, Intel, SES, Flow Traders, SPACs, … (this one got a bit longer far too long)

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Links🔗: Food for Thought #14

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: streaming, Yodogawa Steel, Online Chess business models and Play Magnus Group,

Links🔗: Food for Thought #13

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: industrial land, reversion to the mean vs regime changes, tier 1 bonds, special situations,

My Guest Contribution at valueDACH is Online

The article is about a very interesting invesmtent idea with a huge upside potential. It offers exposure to participate in the African growth story through a European company and the streaming boom at the same time ….

Investing in Music Streaming and African Growth at the same Time?

Music streaming is a very popular investing topic for some time now, but if investors in streaming companies (i.e. Spotify) are best placed to participate in the music streaming value creation is not yet clear. Investing in the African growth story is older and was hyped time and again. The discussed company might be a good opportunity to participate in both trends with limited downside risk via a French company …