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 #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 …

Going to the most fertile hunting grounds

Many of my friends recently attained a hunting licence. I am also a hunter, but in a slightly different sense. I am hunting for …

Food for Thought #17 // Links🔗

This time the most interesting content I stumbled over includes: equity markets, stock exchanges, pipe, GMO, and Q3 updates on SES SA, Progressive

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, …