2020:1 moat versus growth, payment processors value chain, accounting anomalies, vaccin, the EU Green Deal, 2012 US stock market and Belgian mobility data.
2020:1 moat versus growth, payment processors value chain, accounting anomalies, vaccin, the EU Green Deal, 2012 US stock market and Belgian mobility data.
observingthemarket.substack.com
This week, quite some interesting material came across my desk. And not surprisingly these days, lots of it came in the form of a podcast or Twitter. Below you will find some highlights. And because this is the first time: As you will see, I mostly try to highlight or give some interpretation to existing work of other people (source always mentioned). A Charlie Munger quote summarizes this approach:
2020:1 moat versus growth, payment processors value chain, accounting anomalies, vaccin, the EU Green Deal, 2012 US stock market and Belgian mobility data.
2020:1 moat versus growth, payment processors…
2020:1 moat versus growth, payment processors value chain, accounting anomalies, vaccin, the EU Green Deal, 2012 US stock market and Belgian mobility data.
This week, quite some interesting material came across my desk. And not surprisingly these days, lots of it came in the form of a podcast or Twitter. Below you will find some highlights. And because this is the first time: As you will see, I mostly try to highlight or give some interpretation to existing work of other people (source always mentioned). A Charlie Munger quote summarizes this approach: