We all consume massive amount of information in a given week, from the nutritional information on our cereal boxes, to an intricate white paper detailing the potential of blockchain technology.

In this series, I share snippets of worthy articles / videos that I come across on a weekly / bi-weekly basis. Feel free to click on the link to read the full article if those any of them spark your interest.

If you wish to share any interesting articles with me, you can reach me with the Contact form in the menu above, or drop me an email at investingcurator@gmail.com. Enjoy!

1. China Rise to world order – Ray Dalio

” The world order is changing, yet many are missing this because of a persistent anti-China bias. China’s extraordinary performance isn’t new. In fact, apart from the 1839-1949 “Century of humiliation”, it has historically been one of the world’s most powerful countries and cultures. Just over the past four decades its economic changes have been remarkable. Whatever criticisms you may have about Chinese “state capitalism”, you cannot say it hasn’t worked, even if you strongly disagree with how Beijing has done it.”

2. Best way to create long term value – Nicolaj Siggelkow and Phebo Wibbens

“The idea behind LIVA is simple: Add up the net present value of all the investments a firm has engaged in over a long period of time. The key insight from our analysis is that this can be done by using publicly available stock-market data. LIVA uses historical share-price data to calculate the value a company has either created or destroyed for its entire investor base over a long time period.”

” The problem is that TSR doesn’t actually measure long-term value creation for the entire shareholder base over a particular time period, but only the returns for those who held (a certain number of) shares over the entire period. LIVA, however, takes into account that the capital base of a company can change over time. In doing so, it provides a very different sense of the value Apple has created. If in 1999 you had bought the entire company at its then-market price, accounted for any cash received through dividends or share buybacks, and gone on to sell it 20 years later at its much-improved market price, you would have been more than a trillion dollars richer than if you had invested the same amount of money in an index fund. Apple’s LIVA over this period, in other words, was more than $1 trillion. That’s truly dominant performance that makes Apple the world’s number-one company in our ranking, with a LIVA 57% higher than that of Amazon, our number-two company.”

3. How do content creators make money – Blake Robbins

“The key element with each of these revenue streams is that content creators need to build an engaged audience. Without an engaged audience, it’s borderline impossible to become a full-time content creator. Content is, and always will be, the key. Once content creators have fostered a strong community, they have much more flexibility around monetization. Every content creator should be striving to diversify their income across each of these revenue streams. I am confident that, over the next few years, we will see the biggest creators continue to leverage the fact that they have built massive platforms for distribution. The biggest content creators are starting to realize that they can build meaningful businesses around their audiences rather than having all value accrue to their brand partners. The next generation of consumer companies will be led by content creators.”

4. China Halts 37bn Ant Group IPO – FT Group

“On Monday, Mr Ma, together with Eric Jing and Simon Hu, Ant’s chief executive and chairman, were called in by the People’s Bank of China, as well as China’s banking, securities and foreign exchange regulators. Subsequently, Ant said it would “implement the meeting opinions in depth

The meeting came after Mr Ma criticised China’s state-owned banks at a financial summit in Shanghai at the end of October. Mr Ma suggested the big banks had a “pawnshop mentality” and that Ant was playing an important role in extending credit to innovative but collateral-poor companies and individuals.”

5. How Tesla, GM And Others Will Fix Electric Vehicle Range Anxiety

“The popularity and success of Tesla has proven there is demand for electric cars. Automakers are investing millions into an electric powered future. Last year, 143 new EV’s launched around the globe. Analysts predict record growth of EV sales in 2021, especially in Europe and China. But in the US, electric vehicles are less than 2% of autos sold annually. Several hurdles remain for the market to really take off and one of the biggest, is charging. CNBC explores the current state of electric charging and how automakers like Tesla, GM and companies like Chargepoint and Electrify America are adding charging infrastructure to increase electric vehicle adoption.”

6. Special – Hypechart – New tool that generates amazing charts for easy visualizations!


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