Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

20 Sep 2023

Phil Fisher's advice on when to buy and when to sell, as described in Common Stocks and Uncommon Profits

H/t : Invesquotes via Investment books Dhaval

19 Sep 2023

From which industries are billionaires coming from? 💰

There are various ways to become wealthy. But finance and investments remain the surest path to becoming a billionaire🤑. Chart by Genuine Impact

19 Sep 2023

Is the German real estate bubble bursting?

The Europace House Price Index for existing homes crashed by 2% in August, and has now lost 16% from the top in Apr2022. Only the index for newly built homes has remained unch, this is due to the low level of new construction activity. Source: Bloomberg, HolgerZ

19 Sep 2023

The Cash Flow Statement Explained Simply

Source: Brian Feroldi

18 Sep 2023

The attractiveness of cash in a multi-asset portfolio (%)

Source: SG, TME

18 Sep 2023

America's finance in one chart

Source: Michel A.Arouet

18 Sep 2023

5 types of powerful moats:

🏰 INTANGIBLE ASSETS: Example: Brand, Patents, Copyrights 🏰 SWITCHING COSTS: It would be expensive in terms of cost, time, or training, to switch to an alternative provider. 🏰 NETWORK EFFECT: A network becomes more powerful as more users join. 🏰 COST ADVANTAGE: A company can produce a product or service at a lower internal cost than competitors. 🏰 EFFICIENT SCALE: A company's buying power or market position allows it to dominate its category. by Brian Feroldi / Morningstar

18 Sep 2023

CASH IS KING...

Where investors have put their #cash this year (hint: NOT stocks) via Goldman

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks