Food for Thought #53 // Links

Includes: risk appetite, Japan, comparative advantage, energy, coal and commodities, vaccination narratives,

Food for Thought #52 // Links: 2021 review edition

Includes: ports, Japan, hydrogen, TPG & PE models, and a bunch of 2021 reviews

Food for Thought #46 // Links🔗

This time the most interesting content I stumbled over includes:

Food for Thought #45 // Links🔗

This time the most interesting content I stumbled over includes: energy, fuel, a blog to watch: good-investing, Iran, Japan, Asian stock ideas,…

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 #43 // Links🔗

This time the most interesting content I stumbled over includes: dangerous feelings, uranium, energy, oil/gas, chips/semiconductors (IMEC), UMG, Chinese banks,

Food for Thought #42 // Links🔗

This time the most interesting content I stumbled over includes: opportunity costs, JXN, KAP, Whisky, Bubble, Evergrande, trusting CEOs, uncertainty and risk, woke CEOs, …

Food for Thought #40 // Links🔗

This time the most interesting content I stumbled over includes: British take-over targets, stock markets, EMs, biases,…

Food for Thought #39 // Links🔗

This time the most interesting content I stumbled over includes: China, DCFs, making money, flowers and weeds, e-gaming …

Food for Thought #38 // Links🔗

This time the most interesting content I stumbled over includes: Howard Marks about the macro future, Greenlight’s Q2 letter, Novavax, culture, EM & BRICs, China’S tech crackdown, …

Food for Thought #37 // Links🔗

This time the most interesting content I stumbled over includes: UK takeover targets, Russian stocks, Gazprom, Sberbank, European vs US stocks, Ever Grande (China), …

Food for Thought #36 // Links🔗

This time the most interesting content I stumbled over includes: Fool’s gambit, the losers game, investing abroad.

Food for Thought #35 // Links🔗

Some interesting content I stumbled over.

Food for Thought #34 // Links🔗

This time the most interesting content I stumbled over includes:

Food for Thought #33 // Links🔗

This time the most interesting content I stumbled over includes: research as octopus and shark, patience, TISE, bitcoin, biases, banks, berkshire, …

Food for Thought #32 // Links🔗

This time the most interesting content I stumbled over includes: QDT, UMG, Japan, EM value, moats, trading platforms, …

Food for Thought #31 // Links🔗

This time the most interesting content I stumbled over includes: Roblox, value factor, moats, a bank, cyclical vs structural trends, WD-40 …

Food for Thought #30 // Links🔗

This time the most interesting content I stumbled over includes: market bubble, Digital Decolonisation, Citi, PGR, SESG

Food for Thought #29 // Links🔗

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, …

Food for Thought #28 // Links🔗

This time the most interesting content I stumbled over includes: UK stocks, r/wsb, DTCC, …

Food for Thought #27 // Links🔗

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,

Food for Thought #26 // Links🔗

This time the most interesting content I stumbled over includes: valuation, Tinkoff, Sberbank, chips, …

Food for Thought #25 // Links🔗

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

Food for Thought #24 // Links🔗

This time the most interesting content I stumbled over includes: reviews, TMUS, SESG, BBBY,

Food for Thought #23 // Links🔗

I stumbled over some reviews of 2020 (and some other stuff) …