WM 18 June 2022
Quotes Gradually then suddenly Steve Curry and Steve Kerr win again On courage Lessons & Thoughts Heart beat Liquidity & Buoyancy What hurts instructs: learning through mistakes You have to experience it for yourself Think about process, hope and luck is not a strategy Remember Results you need to rank amongst the greats Lessons for growth investors = it is about high ROIC not high top line growth Bearish Pennant applied Signs of tops vs Signs of bottoms Small thing matter when at high speed Mind the gaps Reversible vs irreversible process Have we already reached singularity? How ESG impacts bottom up analysis Question your sources Empathy matters Macro news Deflating the bubble. Let there be Money M2 It was a week for the history books with most central banks following the Fed and raising rates. The Fed' 75bp hike for example was followed by the SNB's 50bp surprised hike. Note that a week before 1y deposit rates in Switzerlan...