value and opportunity

Sequoia Funds shareholder day Q&A transcript

Toby Carlisle (Greenbackd blog) lecture about how to beat the magic formula

Bronte has a couple of great posts about Chinese company Focus Media as a potential short. Despite his mistake with Richemont, I think Bronte is still an outstanding investment blog, if not the best.

Great post from Damodaran about Apple’s short product life cycles

Don’t miss Nate’s take at diversification at Oddball.

Some interesting blogs I discovered lately:

Ragnar is a pirate Great blog about off-radar investments including reantal housing experiences etc.

Also sprach analyst: Hong Kong based blog with a lot of (critical) infos about China