Some links

There is some evidence that “Bond King” Bill Gross was indeed a great bond investor

Wired story about Shein, the Chinese Ultra Fast fashion company

A not so positive take on Spotify

Some very deep (and not very optimistic)  thoughts on inflation by Prof. Damodaran

A nice pitch for Medios AG from VERUS (German)

Nice post on some lessons learned from “master capital allocator” Tom Murphy (Capital Cities)

A good thing to remember: Warren Buffett’s (short term) market timing skills are not that good

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