What can the math behind the valuation of a cloud-based restaurant software and the collapse of China's second largest property developer tell us of the markets?
In this month's memo we:
- Take a look at the highly inflated valuation of Toast, Inc and how it probably wont be the next best thing since sliced bread
- Look "under the hood" at Evergrande's constant deterioration over the last 4 years
- Explain how Evergrande's default and Toast's hefty valuation, are somewhat related and how these should be a wakeup call to both investors and Central Bankers
- Offer 4 simple investment guidelines that well-designed portfolios should follow
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