valueandopportunity

Very interesting NYT article about Steve Cohen, Hedge fund mastermind

Jim Grant’s free winter issue of past articles

A new book on quantitative value investing from the guy who runs the Greenbackd Blog

Great post from the Brooklyn Investor about possible lessons from Kodak for Apple

Good analysis of Fortress Group “Wexboy style”

And, of course, Bill Ackman’s Herbalife short presentation and Kid Dynamites answer