This week we publish our Q12022 letter, illustrate Google's dominance, and keep some perspective.
Dear Clients and Friends of Farrer Wealth Advisors, we are pleased to bring you the Farrer Wealth newsletter, which includes our latest blog posts, fun facts, and general articles we find interesting. Happy reading and happy investing!
I’m sending this newsletter off-cycle as I will be in Omaha this weekend for Berkshire Hathaway’s AGM. Should you also be attending and want to meet up please reach out to me!
Latest Blog Post
We recently sent out our Q12022 letter for the Farrer Wealth Managed Solution to our clients. You can read that letter and past letters here. We discuss our holdings, portfolio changes, and insights on portfolio performance. (note this is for information purposes only and should not be construed as investment advice)
Farrer Fun Fact
Google share of search: We wrote in our Q12022 letter about how we were wrong to assume that Google would loose shoppers’ share of search. This data illustrates how Google actually seems to be gaining ground in shopping (source: Morgan Stanley, tweet).
Articles and Videos of the Week
Its hard to look past market panics, but this tweet, using The Economist covers shows how despite the doom and gloom (and S&P performance) the world keeps going.
This CNN article was a great summary of how the nickel market imploded. (Thank you to Alexander for sharing)
Our friend Kalani keeps crushing it with these writeups. His recent one on the Legend of Li Lu was fascinating.
Ever wanted a checklist of red flags when researching a company? This author has you covered.
The Asia Century Stocks blog did a great primer on Asian ETFs and the pros and cons of investing in them.
We enjoyed this visualization of the semiconductor industry. Its a “Semiconductor for Dummies” summed up in one image.
A great reminder to never give up.