The benefit of this research is that it can help us to better forecast the balance sheets of companies in Asian Consumer Discretionary.
Previously’ I’ve looked at what academia had to say about high cash levels and then realized that the question asked was the wrong one. After that, I looked into how much cash is held at companies in various regions around the world and how much cash is held at companies in various sectors around the world.
Should You Go All In On Water Like Michael Burry?
Water investments? Michael Burry was one of the first institutional investors to bet against the US subprime mortgage market in the mid-2000s, and today he’s concentrating all of his investment efforts on one commodity: water. Burry’s focus on water has attracted plenty of attention to the commodity in the investment community but trying to profit Read More
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