Weekly links
Felix Salmon on stock picking as an upper class men’s hobby
Expecting Value on Morgan Sindall. He seems to have similar issues then I had when i looked at the stock.
Some very good “common sense” investment advice from the Aleph Blog
Great and detailed analysis of a Bulgarian REIT
Geoff Gannon has a post on catalysts based on my Porsche update. I will definitely follow up…
Fascinating story about human crowd management from The New Yorker. Maybe there is a lesson for stock market bubbles ?
value and opportunity 