Saturday, November 17, 2018

Your weekend Edge:
Click here to view an archive of interesting reads, fundamental investment topics, insights and more
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Too busy during the week? Catch up with last week's readings:


Businesses

Biosimiliars to slash drug costs in rich countries ($) (Link)

Growth of microbrands threatens consumer-goods giants ($) (Link)

Daniel Schwartz, who took over Burger King at 32, explains how to find and develop
young talent*  (Link)

Apple's strategy after iPhone's peak (Link)

TripAdvisor’s move away from paid advertising on Google to TV advertising (Link)
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Investing

Things you see during every market correction (Link)

A few simple charts highlighting how some of our prosperity could be an illusion (Link)

Indices: There are now 3.7 million published indices $ (Link)

The illegal sports gambling market has grown to $150 billion annually.  Much of that money
will now shift to legitimate entities. (Link)

Debt investing in emerging markets - Payment in Ham  $(Link)
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Health 

Dark-roast coffee may prevent Alzheimer's and Parkinson's (Link)

Bill Gates on why the world deserves a better toilet (Link)

Worldwide 
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More than a fifth of China's homes are vacant & third-home purchases at record high (Link)


Canada is a lot smaller than  you think - maps show Canada and Russia taking up 25%
of Earth's surface when in reality they occupy closer to 5% (Link) 
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Charts

Opportunity set increasing in fixed income:

























How about that multiple compression?














S&P 500 Index's Price to Earning Ratio changes year over year.  The P/E ratio is a price multiple which shows how much investors are willing to pay per dollar of earnings. The S&P 500 Index is a broad-based market-capitalization-weighted index of 500 of the largest and most widely held U.S. stocks. 

* EdgePoint Investment Group Inc. owns a stake in Restaurant Brands International and may be buying or selling positions in the security.