Posts

Looking for bargains in non-REITs

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Notes on valuation

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Update to post: Quick notes on interest rate impact on REITs

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Quick notes on interest rate impact on REITs

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Bond yields and sell-off

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Goldman Sachs podcast interview with Peter Brown, CEO of Renaissance Technologies

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Financial Times article on water scarcity in Europe

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The Economist Money Talks podcast: The succession battles raging across Asia

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Some thoughts on SGX listings

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The Economist talks to Cliff Asness of AQR

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Stockpicking - to be or not to be?

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Blackstone Real Estate Income Trust (BREIT) redemption limitation

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Professor Scott Galloway interviews Professor Aswath Damodaran

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Leaving Twitter #twittermigration

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Financial Times article on heavily indebted companies - LMIRT

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Jeremy Grantham's market view as of 31st August 2022

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We Study Billionaires podcast - 14th April 2022 Nick Maggiulli

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