This time the most interesting content I stumbled over includes: market bubble, Digital Decolonisation, Citi, PGR, SESG
Continue reading “Food for Thought #30 // Linksđź”—”Tag: Food for Thought
Food for Thought #29 // Linksđź”—
This time the most interesting content I stumbled over includes: Trust, more ETF saving plans , shorting Tesla, investment philosophy, stories, FLOW NA, TBX, BOL, VIV, UMG, …
Continue reading “Food for Thought #29 // Linksđź”—”Food for Thought #28 // Linksđź”—
This time the most interesting content I stumbled over includes: UK stocks, r/wsb, DTCC, …
Continue reading “Food for Thought #28 // Linksđź”—”Food for Thought #27 // Linksđź”—
This time the most interesting content and Food for Thought I stumbled over includes: CD Prodject, key lessons on value and growth demagogues, ROIC, GME, Haier,
Continue reading “Food for Thought #27 // Linksđź”—”Food for Thought #26 // Linksđź”—
This time the most interesting content I stumbled over includes: valuation, Tinkoff, Sberbank, chips, …
Continue reading “Food for Thought #26 // Linksđź”—”Food for Thought #25 // Linksđź”—
This time the most interesting content I stumbled over includes: Howard Marks’ memo, Twitter, Hong Kong,
Continue reading “Food for Thought #25 // Linksđź”—”Food for Thought #24 // Linksđź”—
This time the most interesting content I stumbled over includes: reviews, TMUS, SESG, BBBY,
Continue reading “Food for Thought #24 // Linksđź”—”Food for Thought #23 // Linksđź”—
I stumbled over some reviews of 2020 (and some other stuff) …
Continue reading “Food for Thought #23 // Linksđź”—”Food for Thought #22 // Linksđź”—
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, …
Continue reading “Food for Thought #22 // Linksđź”—”Food for Thought #21 // Linksđź”—
This time the most interesting content I stumbled over includes: equity markets, bubbles, lessons, Tesla, frauds, McKesson, Benchmarking, …
Continue reading “Food for Thought #21 // Linksđź”—”Food for Thought #20 // Linksđź”—
This time the most interesting content I stumbled over includes: value factor vs value investing, drivers of value creation, twitter, section 230, Farfetch, Bitcoin, regrets, L’Occitane, Sberbank, …
Continue reading “Food for Thought #20 // Linksđź”—”Food for Thought #19 // Linksđź”—
This time the most interesting content I stumbled over includes: TME, Tesla, Sberbank, financial markets (and its randomness), a wonderful blog, the economics of asset management, …
Continue reading “Food for Thought #19 // Linksđź”—”Food for Thought #18 // Linksđź”—
This time the most interesting content I stumbled over includes: A Must-Watch-Video!, Quality Shareholders, software, Big Lessons rfom History, Overton Window, Oil majors, our tax ignorance, …
Continue reading “Food for Thought #18 // Linksđź”—”Food for Thought #17 // Linksđź”—
This time the most interesting content I stumbled over includes: equity markets, stock exchanges, pipe, GMO, and Q3 updates on SES SA, Progressive
Continue reading “Food for Thought #17 // Linksđź”—”Food for Thought #16 // Linksđź”—
This time the most interesting content I stumbled over includes: Pearson, stock options, the world in 10 years, Guy Spier, value investing, good questions for investors, …
Continue reading “Food for Thought #16 // Linksđź”—”Linksđź”—: 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)
Linksđź”—: 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,
Continue reading “Linksđź”—: Food for Thought #14”Linksđź”—: 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,
Continue reading “Linksđź”—: Food for Thought #13”Linksđź”—: 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, …
Continue reading “Linksđź”—: Food for Thought #12”Linksđź”—: Food for Thought (#11)
Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: wonderful companies, capital allocation, pre-mortems, Grenke, stakeholder value, Nikola, Pandora A/S, SES SA, etc …
Continue reading “Linksđź”—: Food for Thought (#11)”Linksđź”—: 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: Palantir, Shopify, M&A deals, softbank, nvidia, Oracle, Arm, Immunomedics, Oriental Watch, excess returns, …
Continue reading “Linksđź”—: Food for Thought”Linksđź”—: 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: Nikola, Tesla, shareholder returns, SoftBank Group, Bessemer Venture Partners, Netflix, …
Continue reading “Linksđź”—: Food for Thought”Linksđź”—: 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: a new Israeli value blog, Sark, airports, SPACs
Continue reading “Linksđź”—: Food for Thought”Linksđź”—: 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: deep risk, value factror, Masimo, Hayden’s Q2, skills, German shares, …
Continue reading “Linksđź”—: Food for Thought”Linksđź”—: 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, …
Continue reading “Linksđź”—: Food for Thought”