Your weekend Edge:
Click here to view an archive of interesting reads, fundamental investment topics, insights and more
          ___________________________

Too busy during the week? Catch up with last week's readings:

Businesses

A tale of two film companies - Why Kodak died and Fujifilm thrived (Link)

How the American consumer got addicted to choice (Link)

This year Lunchables turn 30.  Some things don’t change, such as selling convenience to parents and fun to kids. (Link)

Health

20 Americans die each day waiting for organs. Can pigs save them? $(Link)

Economy 

Some good news to start the weekend - five economic reasons to be thankful (Link)

A short story about what happened to the U.S. economy since the end of World War II (Link)

Why the housing markets is struggling to keep pace with the booming economy $(Link)

How American household finances are changing (Link)

Well regarded venture capital firm Andreessen Horowitz’s presentation about the future -
some interesting insights into sectors to avoid (Link)

Investors

What investors want - an infographic explaining what investors want from advisers
and why they invest (Link)

This quarter, a number of companies have seen their share price decline after posting better than expected results.  Is this a function of consensus estimates having less relevance in today’s real-time data driven world?  (Link)

On the lighter side 

Santa dropped by our office on his way to the parade this weekend (Link)

A holiday gift for everyone...naughty or nice - Check out our EdgePointer's 2018 holiday
wish list (Link)

Charts 

Get the Edge
Click here to view an archive of:

Investment Education
Book Recommendations
Food for thought
Glimpses into EdgePointers' lives
...and Daily Musings
           __________________________

Today's links:

A holiday gift for everyone...naughty or nice - Check out our EdgePointer's 2018 holiday wish list (Link)

Well regarded venture capital firm Andreessen Horowitz’s presentation about the future - Some interesting insights into sectors to avoid (Link)

Friday charts:

Get the Edge
Click here to view an archive of:

Investment Education
Book Recommendations
Food for thought
Glimpses into EdgePointers' lives
...and Daily Musings
           __________________________

Today's links:

This year Lunchables turn 30.  Some things don’t change, such as selling convenience to parents and fun to kids. (Link)

"Lunchables currently has an 84 percent share of the market for kids’ 'combination lunches' and its dominance is sustained by its meat-cheese-and-cracker boxes, which remain the best-selling and longest-running Lunchables product." 

What investors want - an infographic explaining what investors want from advisers
and why they invest (Link)

This quarter, a number of companies have seen their share price decline after posting better than expected results.  Is this a function of consensus estimates having less relevance in today’s real-time data driven world?  (Link)

"Investors are saying, 'Forget about whether you beat earnings expectations last quarter. What's your outlook for next quarter, next year? What's your guidance. That's all we care about now."

Get the Edge
Click here to view an archive of:

Investment Education
Book Recommendations
Food for thought
Glimpses into EdgePointers' lives
...and Daily Musings
           __________________________

Today's links:

Contrarian hire or wrong hire? Japan's new cyber-security minister is the person
tasked with ensuring the digital safety of the 2020 Olympic Games in Tokyo and
says he's never used a computer (Link)

Check out this graph showing the amount of gigabits of data (at 4G LTE speeds) you can get today for the equivalent of €30 a month in various markets around the world

How American household finances are changing (Link)

Get the Edge
Click here to view an archive of:

Investment Education
Book Recommendations
Food for thought
Glimpses into EdgePointers' lives
...and Daily Musings
           __________________________

Today's links:

How the American consumer got addicted to choice (Link)

"At a meeting with the CEO of a digital jukebox company, he learned the average digital music player offers around 10,000 different albums. The CEO asked him what percentage of the 10,000 albums sold at least one track per quarter. Using the 80/20 rule where 80% of sales tend to come from 20% of the products, you would assume the number is fairly small. Astonishingly, the answer was 98%!"


Why the housing markets is struggling to keep pace with the booming economy $(Link)

"It seems that sellers are unhappily realizing that they aren’t going to get what they thought their house was worth six months ago, and buyers still think homes are too expensive.That helps explain why transaction volume, especially for new houses, has fallen substantially while prices haven’t (at least yet). It’s a standoff. And the outcome of the standoff will, in the aggregate, play a role in shaping the future of the economy."


20 Americans die each day waiting for organs. Can pigs save them? $(Link)

"After years of setbacks, the past two years have seen a cascade of record-breaking xenotransplants using primate models, and researchers are working with regulators to prepare for clinical trials with humans. The first pig-to-human skin graft using live cells is set to take place this month in Boston". 

Get the Edge
Click here to view an archive of:

Investment Education
Book Recommendations
Food for thought
Glimpses into EdgePointers' lives
...and Daily Musings
           __________________________

Today's links:

Santa dropped by our office on his way to the parade this weekend (Link)

A short story about what happened to the U.S. economy since the end of World War II (Link)

A tale of two film companies - Why Kodak died and Fujifilm thrived (Link)

Your weekend Edge:
Click here to view an archive of interesting reads, fundamental investment topics, insights and more
          ___________________________

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)
          ___________________________

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)
          ___________________________

Health 

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

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

Worldwide 
          ___________________________

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) 
          ___________________________

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.