Consumption basket

Here’s what kept me in a default consumptive state this week! πŸ“ˆ πŸ‘¨β€πŸ’»


“Rabener questions whether it is worth paying for smart beta ETFs, which only provide β€œslight factor tilts”, and are more expensive than conventional index-tracking funds” – Are smart-beta products poised for a comeback?

“Clearly intelligence is not the only ingredient in having new ideas. What are the other ingredients? Are they things we could cultivate?” – Intelligence is not the only ingredient for generating new ideas, contrary to popular opinion

“As a company that doesn’t produce wine itself but provides an online platform for independent winemakers, it’s an asset-light operation.” – An online wine retailer as a multi-bagger opportunity

“IPO FOMO stings because it’s the kind of investment you wish you had in your back pocket to brag about” – The three levels of FOMO


Global supply chains, containers and how to think about the current mess


Business Adventures – Classic tales from the American corporate world

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Have a great week.

The Atomic Investor

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