What Vallum Read this Week 26thth September 2020

26th Sept 2020 | Vallum Capital

Understanding: Equities are correlated with Demographics of the Country ; Winners and Loser countries in this theme.

Is Buffet diversifying out of the US in quest of decline in the US dollar. His action suggests so.

Learnings on Business, Marketing, Advertising from Roy Sutherland 

Things we learn from people smarter than us. 

Hedging Tail Risk in Investing business; one need to go against Modern Portfolio Theory. Story of Losses at CALPERS



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