value and opportunity

If you only want to read one thing today, I would highly recommend the Jim Chanos Interview in the spring issue of the Graham & Doddsville newsletter.

Great post at Greenbacked about the Magic Formula

Interesting post about fallen Angel UK retailer Supergroup from ExpectingValue

Excellent write up on Avon by Wexboy.

Nate from Oddball about managing risk an and learning from mistakes. Odd how similar his portfolio management rules are to my rules.

Stefan at SimpleValue analyses AutoHellas, a Greek company which is on my watchlist but I never really had time to write about. Recommended !!!