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 #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) …

Food for Thought #22 // Links🔗

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, …

Food for Thought #21 // Links🔗

This time the most interesting content I stumbled over includes: equity markets, bubbles, lessons, Tesla, frauds, McKesson, Benchmarking, …

Food for Thought #20 // Links🔗

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, …

Food for Thought #19 // Links🔗

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, …

Food for Thought #18 // Links🔗

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, …

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

Food for Thought #16 // Links🔗

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, …

My Guest Contribution at valueDACH is Online

The article is about a very interesting invesmtent idea with a huge upside potential. It offers exposure to participate in the African growth story through a European company and the streaming boom at the same time ….