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An inspiration engine for ideas
The global economy has undergone a substantial change in the past few decades, with intangible investmentsnow dominating tangible ones. But our financial statements and traditional valuation techniques struggle tocapture these changes. Thoughtful investors go the extra step to understand what expectations are priced intoa stock and whether the comp... See more
Morgan Stanley • Market-Expected Return on Investment Bridging Accounting and Valuation
The Joys of Compounding: The Passionate Pursuit of Lifelong Learning, Revised and Updated (Heilbrunn Center for Graham & Dodd Investing Series)
amazon.com
4th Quarter Commentary January 2024
A perspective on historical economic eras and the implications for current market risks and investment strategies, with a focus on factors such as global trade, labor arbitrage, and the rise of China.
horizonkinetics.comThat one is the fact that as technology and information play a bigger role in business and our lives, labor becomes less necessary
Howard Marks • Howard Marks Memo - The Winds of Change
Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least
amazon.com
Fewer Losers, or More Winners?
oaktreecapital.com