Greenwood Q3 letter on short selling and owner-operated companies
An interesting intro into the fertilizer market including investment opportunities
The 5 favorite books that Bill Gates read in 2021
Annual portfolio update of Bull, Bear & Value including a few interesting Israelian stocks
Great deep dive into payment company Adyen
Q3 letter of Hayden Capital with interesting thoughts on “next Gen” consumer behaviour
WaPo article on how chess is evolving into an E-sports discipline (unfortunately no mentioning of Play Magnus)
Update: Unfortunately the first version of this post contained (too) many spelling errors. I released it too early and somehow spellchecking does not work within the WordPress editor. Apologies.
In my opinion, any investor can learn a lot about any book about financial scandals. Maybe even more compared to most “how to invest” books.
“Billion Dollar Whale” is no exception. This book tells the story of a young Malaysian guy called Jho Low who managed to steal around 5 bn USD from the Malaysian Sovereign Wealth Fund 1MDB.
“NegatIve Visualisation” is an interesting exercise for any investor
Roger Lowenstein on US Inflation
A very interesting HBR long read on how NFTs can create Value
Scientists have discovered on how to turn Ammonia into electricity without toxic by products
Some interesting notes on Assytem from France
This week, General Electric, Johnson & Johnson and Toshiba announced to split themselves into smaller entities
Prof. Damodaran with a valuation update on Tesla