Thought on Emerging Markets; and playing (Russian) roulette?

With some of my best performing stocks being emerging market plays, I got to think about the question of …

Food for Thought #26 // Links🔗

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

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, …

Quicky #9 on Sberbank

This is part four of my mini series on banks and part #9 within my series of Quickies on new companies.