The TAMIM team is always diligently researching, reading and scouring the internet for information and ideas that will shape our investing future. We have decided to compile our list of favourite reads together here each week for your convenience and hopefully education – enjoy the reads and various views.
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Is (Systematic) Value Investing Dead? (Asness), The Case Against Value Investing (Batnick)
Bill Gates Has Regrets: Years before the Covid-19 pandemic, the billionaire tried to warn global leaders of the threat from new infectious diseases. Few listened. ‘I feel terrible.’ (Wall Street Journal)
UFC Wants You to Watch Brawls, Not Its $5 Billion Lawsuit (Businessweek)
A Young Investor’s Revolt Against Private Equity (Institutional Investor)
The stock market keeps rising while earnings keep falling — what if stocks are right? (Marketwatch)
The Fragility of the Global Nurse Supply Chain (The Atlantic)
Why Does COVID-19 Make Some People Sicker Than Others? (FiveThirtyEight)
How science fails: principle of falsifiability, theory of scientific revolutions (Aeon)
Esports doesn’t need a virus to overtake real sports (Financial Times Alphaville)
How Science Trumps Denial (Nautilus)
Happy investing,
