Market Wizard
@marketswizard
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Market Wizard
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Market Wizard
https://www.buoyantcap.com/same-story-structural-when-chemicals-cyclical-when-aluminium/
Buoyantcap
Same story: structural when chemicals, cyclical when aluminium?
Letter # 56, 3rd September 2021 If I asked you to name the best performing stock in your portfolio over the past five years, what are the chances that you would pick one from the chemicals space? Called by whatever name – commodity, speciality, CRAMS, high…
Market Wizard
https://www.forbes.com/sites/zengernews/2021/08/30/the-next-big-investment-hub-for-unicornsand-its-not-china/?sh=1262502363ec
Forbes
The Next Big Investment Hub For Unicorns—And It’s Not China
Tiger Global Pumps billions Into India’s Growing Unicorn Ecosystem.
Market Wizard
https://www.arpinvestments.com/arl/the-healthcare-r-evolution
Arpinvestments
The Healthcare (R)evolution – The Absolute Return Letter
Healthcare spending is growing rapidly, but can society afford it? First and foremost, the problem is changing demographics.
Market Wizard
https://huddleup.substack.com/p/roger-federers-next-multi-million
Substack
Roger Federer's Next Multi-Million-Dollar Payday
Huddle Up is a daily newsletter that breaks down the business and money behind sports. If you would like to join more than 46,000 other professional athletes, business executives, and casual sports fans that receive it directly in their inbox each morning…
Market Wizard
https://www.newyorker.com/magazine/2021/08/23/why-is-it-so-hard-to-be-rational
The New Yorker
Why Is It So Hard to Be Rational?
The real challenge isn’t being right but knowing how wrong you might be.
Market Wizard
https://fullstackeconomics.com/amazon-fresh-groceries-just-walk-out/
Full Stack Economics
What I learned visiting two cutting-edge Amazon grocery stores
Grocery stores have reason to worry as Amazon invades their industry.
Market Wizard
https://thehustle.co/the-family-business-that-owns-a-share-of-the-7b-james-bond-franchise/
The Hustle
The family business that owns a share of the $7B James Bond franchise
Cubby Broccoli managed to secure a cut of the Bond rights in 1961. Since then, his family has made hundreds of millions from the franchise.
Market Wizard
Market Wizard
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Market Wizard
Market Wizard