Some links

An interesting overview how retail spending in the US has developed since the beginning of the pandemic

A “behind the scenes” deep dive into the development of the J&J Covid-19 vaccine

A great allegory on the difference of investing like an Octopus vs. investing like a Shark

How Square succeeded in the hard fought payments business

Canary Wharf is trying to fight itself out of the Covid-19 hole

Although his performance is bad, David Einhorn is still writing decent investor letters 

Which game in investing are you playing ?

 

One comment

  • What has surprised me most about US retail is how (thanks to gov’t stimulus and low interest rates) many retailers with bad balance sheets and business models have managed to hang on without going bankrupt! Time will tell how long this can continue!

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