Curated reads for September 19, 2020
‘The true harvest of my life is intangible – a little star dust caught, a portion of the rainbow I have clutched’ - Henry David Thoreau Businesses have always believed that their stardust is created by their intangible assets (human capital, customer network, brand value). Valuing these intangibles is often less science and more art. Michael Mauboussin deep dives into the nuances of Intangibles through the lens of the DCF model. Read more
Water stress is a risk often overlooked by investors. This article explains its causes, why the problem is likely to intensify in the decades ahead - and sketches out financial implications for portfolios. Read more
DID YOU KNOW?
With country-specific responses to COVID-19 varying by a mile; conflicting media articles about the curve of infection and potential vaccines or even how the virus is affecting each person differently, we hope to quench your curiosity about the latter and the next Read more