Food for Thought #34 // Links🔗

This time the most interesting content I stumbled over includes:

Food for Thought #23 // Links🔗

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

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, …

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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 #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, …

What is right for You: Value or Growth Investing? And is value investing dead?

The fight between the two corners has been going on forever and in recent years ‘growth investing’ might have had the upper hand, but I believe discussions mostly miss the point! I believe it is time to classify the two from the view of a value investor in a broader sense. I hope I can provide some clarity on the matter …

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: deep risk, value factror, Masimo, Hayden’s Q2, skills, German shares, …

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: Bollore, Wirecard, Flexibility, Finance Books, Supply Chain Finance, Crown Castle, the bull market vs the economy, Nintendo, …

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,

Link: Fama and French revisit their Value Factor

In their recent paper, Fama and French (2020) tried to answer the question, if the value factor premium that the two authors discovered in 1992 themselves, did decline or stopped to exist altogether after its discovery due to efficient markets.