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)

Advertisement

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,

Links🔗: Food for Thought #12

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: opportunities in East Europe, covid vaccines’ (un)likely schedules, value drivers, risk and volatility, BalckRock, Vitaliy Katsenelson, bubbles, Bollore, smartphone usage, …

Links🔗: Food for Thought

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: Bollore, Wirecard, Flexibility, Finance Books, Supply Chain Finance, Crown Castle, the bull market vs the economy, Nintendo, …

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 …