My Investing Muse

Some of the top investors have filed their  Q3/2023 13F  - holdings of various portfolios of stocks listed in the USA. Let us look at some of the top investors, their portfolios, and their activities (made up of sales and purchases). As a growing and learning investor, it is hard for me to skip the materials shared by folks like Charlie Munger, Mohnish Pabrai, Guy Spier, and Howard Marks. I have spent them watching their interviews, reading their articles, and digesting their books. There are other folks like Peter Lynch and Warren Buffett who have shaped my investing paradigm tremendously. Despite the great admiration, it is not good for me (personally) to copy their positions without doing my own due diligence. As we resonate with their principles and stories, we may have different investing time horizons, risk-reward tolerance, and perspectives. Over the recent months, I have added macro into my considerations. Thus, I do use their positions as a reference or a filter . My ...

  The world operates with the 3Fs, namely Food, Fuel (Energy) & Finance. A crisis in any of the 3Fs can be a major challenge to the country. As we have experienced from the recent Ukraine conflict, one such war can bring much trouble to the rest as we live in an interconnected world. Could the next war be over food & fuel? List of biggest net exporters of food and energy Here are the 10 countries that were the biggest net exporters of food and energy in 2020, according to data from the Observatory of Economic Complexity: Saudi Arabia Russia United States Australia Canada Brazil Netherlands United Arab Emirates Norway Indonesia With the world being power-hungry, these countries stand to gain long-term. Will we be able to transition to more sustainable energy instead of fossil fuel? Let us look out for  envious  neighbours. Referencing Iraq and Kuwait, some of the wars historically have been started due to greed & envy over resources. Wars & Conflicts Linked...