Some links

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

 

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