An interesting collection of investment ideas are “SumZero’s top stocks for 2019”
Seth Klarman these days is concerned about capitalism as such
It’s maybe a good idea to stay away from industries where everyone seems to be a winner
The Bank of the bAnks (BIS) surprisingly doesn’t think that Proof-ofWork Cryptocurrencies like Bitcoin will work in the long run.
Elliott has released a plan how to make EBAY “great again”….
Forager likes Fast Fashion Retailer Glasson
Fundsmith sees no longeer potential to consumer stapples that cemented his track-performance for so long. P&G, Nestle, and a couple more left the portfolio and now it’s Colgate’s turn… I just can say it’s great to stick to your values, and to appropiatly move of your comfort zone when needed !
Thank you for the links!
On the ‚everyone’s a winner‘ article by Bruce Packard,any thoughts of a sector where you think this is happening now?
I have noticed that most of the payment processing companies are trading at lofty valuations,to be fair there is a lot of growth in this sector but just wondering how long can this continue with great margins as there seems to be a lot of new companies coming in to share the space.
Agreed. Payments could be another one.