Food for Thought #50 // Links

This time the most interesting content I stumbled over includes: good CEOs, turnarounds, ESG, change, conviction, Japan, Asian stock ideas, hype cycles,…

Food for Thought #25 // Links🔗

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

The markets temperature in Dec 2020

One conclusion from Howard Marks is that we cannot know where we (or the market) are going, but we better have an idea of where we stand …

Book Review: Mastering The Market Cycle

Since I love Howard Marks’ investment memos and I liked the last book I read from him, I decided to read another one. Today, I finished Mastering The Market Cycle. The essence of the book could be summarized as “What the wise man does in the beginning, the fool does in the end.”

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Book Review: The Most Important Thing Illuminated

Since I love the investment memos from Howard Marks from Oaktree Capital, I decided to read The Most Important Thing Illuminated from Marks as my next investment book.

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 following topics: Uncertainty, Africa, Value Factor, Online Shopping, SoftBank Group,

Am I a Gambler🎲? And Striking Similarities between Gambling and Investing!

During the current corona crisis I interpret the ongoing social distancing measures quite strictly for myself. Meaning, I have not meet friends for dinner or for a drink or anything else (besides for a running) in real live for a few weeks now and! it! sucks!. So, I had to come up with a better solution for my evenings than watching TV each day …