value and opportunity

Kid Dynamite with a very good update on the Icahn/Ackman Herbalife situation

Citron Research with a short thesis about “bubble stock” 3D printing

Great analysis of Oaktree Capital from the Brooklyn Investor

Some interesting but diverging views on Buffet’s Heinz deal: Felix Salmon thinks it is clever from the Brazilian perspective, Eddy Elfenbein thinks it is too expensive, Katsenelson thinks it is still cheap.

The other side of Buffet’s business: Few talk about it because few really understand it. Aleph blog however does.

Great interview with Clayton Christensen (Innovator’s dilemma)