2021:6 Inflation, Fundsmith, Tepper, intangibles and Octahedron Q4 slidedeck
observingthemarket.substack.com
Some thoughts on inflation. Fundsmith and Tepper talking about their positioning. A nice intangibles talk and Octahedron Q4 slidedeck. Enjoy! Inflation seems to be a headline risk now. This means: a lot inflation specialist wake up - also wannabee specialist like myself who just like to think about these topics ;)
2021:6 Inflation, Fundsmith, Tepper, intangibles and Octahedron Q4 slidedeck
2021:6 Inflation, Fundsmith, Tepper…
2021:6 Inflation, Fundsmith, Tepper, intangibles and Octahedron Q4 slidedeck
Some thoughts on inflation. Fundsmith and Tepper talking about their positioning. A nice intangibles talk and Octahedron Q4 slidedeck. Enjoy! Inflation seems to be a headline risk now. This means: a lot inflation specialist wake up - also wannabee specialist like myself who just like to think about these topics ;)