Some links

Posted on by One comment

Very interesting thoughts on US vs. China from a technology perspective and some very interesting books

JP Morgan’s guide to the markets (US focused) is worth reading

Prof. Damodaran on why big “total addressable markets” do not automatically mean great investment opportunities

GlobalStockPicking’ blog 2019 review

Bruce Packard is experimenting with Markov Chain analysis on company announcements

ClarkStreetValue had another (crazy) good year in 2019

A2 Milk from New Zealand has been a 162-bagger in the last decade

 

One comment

Leave a Reply

Fill in your details below or click an icon to log in:

Gravatar
WordPress.com Logo

You are commenting using your WordPress.com account. ( Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. ( Log Out /  Change )

Cancel

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.