Some links 04/2025
Some deep thoughts on the relationship between material wealth and happiness
You can challenge any of Prof. Damodaran’s assumptions on Nvidia, but compared to the many clowns and scumbags that pose as stock analysts these days, his logic and level of transparency is just awesome. Well done Professor !!!
Nice wite-up on conglomerate Jardine Matheson from Emerging Value
Some interesting stats on UK take-over premiums from Klement on Investing
For anyone interested in the insurance industry, the Swiss Re Sigma reports are a great resaource
Interesting Sharescope article on small cap premium and a few UK Trust ideas
Philipe Luchesi with a new Video discussing Laurent Perrier (French, Youtube offers translation in subtitles)
