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value investing, fundamental stock analysis, portfolio reviews

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Tag: commodities

Book-review: The World for Sale

April 13, 2022August 4, 2022 ~ searching4value ~ 1 Comment

Commodities are once more in the spotlight and some call for a new commodity supercycle, so I thought it was an opportune time reading the book. Better late than never.

Continue reading “Book-review: The World for Sale” →

Food for Thought #56 // Links

April 9, 2022April 9, 2022 ~ searching4value ~ Leave a comment

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

Continue reading “Food for Thought #56 // Links” →

Food for Thought #48 // Links🔗

November 13, 2021November 13, 2021 ~ searching4value ~ 1 Comment

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

Continue reading “Food for Thought #48 // Links🔗” →

Food for Thought #25 // Links🔗

January 15, 2021 ~ searching4value ~ Leave a comment

This time the most interesting content I stumbled over includes: Howard Marks’ memo, Twitter, Hong Kong,

Continue reading “Food for Thought #25 // Links🔗” →

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Recent posts

  • Puking out HIFS after the nibbling (re-thinking HIFS) March 23, 2023
  • PGR strategy and positioning March 21, 2023
  • Nibbling at Hingham (HIFS), during banking stress March 20, 2023

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