Includes: Greenlight Cap & shorting, Fundsmith on virtue signaling/purpose,
Continue reading “Food for Thought #61 // Links”Tag: Links
Food for Thought #58 // Links
Includes: Netflix, streaming,
Continue reading “Food for Thought #58 // Links”Food for Thought #55 // Links
Includes: Russia/Ukraine, Contrarian disease, central banks, passive investing and Flink’s wishes, our time,
Continue reading “Food for Thought #55 // Links”Food for Thought #54 // Links
Includes: 2022 mistakes to avoid, Russia, Japan, Energy, …
Continue reading “Food for Thought #54 // Links”Food for Thought #53 // Links
Includes: risk appetite, Japan, comparative advantage, energy, coal and commodities, vaccination narratives,
Continue reading “Food for Thought #53 // Links”Food for Thought #52 // Links: 2021 review edition
Includes: ports, Japan, hydrogen, TPG & PE models, and a bunch of 2021 reviews
Continue reading “Food for Thought #52 // Links: 2021 review edition”Food for Thought #46 // Links🔗
This time the most interesting content I stumbled over includes:
Continue reading “Food for Thought #46 // Links🔗”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,…
Continue reading “Food for Thought #45 // Links🔗”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, …
Continue reading “Food for Thought #44 // Links🔗”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,
Continue reading “Food for Thought #43 // Links🔗”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, …
Continue reading “Food for Thought #42 // Links🔗”Food for Thought #40 // Links🔗
This time the most interesting content I stumbled over includes: British take-over targets, stock markets, EMs, biases,…
Continue reading “Food for Thought #40 // Links🔗”Food for Thought #39 // Links🔗
This time the most interesting content I stumbled over includes: China, DCFs, making money, flowers and weeds, e-gaming …
Continue reading “Food for Thought #39 // Links🔗”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, …
Continue reading “Food for Thought #38 // Links🔗”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), …
Continue reading “Food for Thought #37 // Links🔗”Food for Thought #36 // Links🔗
This time the most interesting content I stumbled over includes: Fool’s gambit, the losers game, investing abroad.
Continue reading “Food for Thought #36 // Links🔗”Food for Thought #35 // Links🔗
Some interesting content I stumbled over.
Continue reading “Food for Thought #35 // Links🔗”Food for Thought #34 // Links🔗
This time the most interesting content I stumbled over includes:
Continue reading “Food for Thought #34 // Links🔗”Food for Thought #32 // Links🔗
This time the most interesting content I stumbled over includes: QDT, UMG, Japan, EM value, moats, trading platforms, …
Continue reading “Food for Thought #32 // Links🔗”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 …
Continue reading “Food for Thought #31 // Links🔗”Food for Thought #30 // Links🔗
This time the most interesting content I stumbled over includes: market bubble, Digital Decolonisation, Citi, PGR, SESG
Continue reading “Food for Thought #30 // Links🔗”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, …
Continue reading “Food for Thought #29 // Links🔗”Food for Thought #28 // Links🔗
This time the most interesting content I stumbled over includes: UK stocks, r/wsb, DTCC, …
Continue reading “Food for Thought #28 // Links🔗”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,
Continue reading “Food for Thought #27 // Links🔗”Food for Thought #26 // Links🔗
This time the most interesting content I stumbled over includes: valuation, Tinkoff, Sberbank, chips, …
Continue reading “Food for Thought #26 // Links🔗”