What I read last week...

Finance & Markets

 

Aswath Damodaran wrote about different sources of equity returns. In general, I agree with the notion that to earn any kind of return in the market, you have to accept the pain that goes with it.

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Too often, people confuse trading with investing. Keeping the long term perspective matters most.

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As of late, there have been numerous articles on the valuation of global equity markets. It is critical to put valuation metrics into context and decipher their calculation.

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Howard marks published a piece on the current uncertainty. It is outright brilliant, don’t miss it!!!

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Business & Strategy

 

Ben Thompson wrote about the “anti-amazon-alliance”, which has formed over the last years. Alternative e-commerce providers like Shopify or Instagram are gaining traction in the marketplace. 

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