Some Links

MUST READ: Great new blog from two young German guys. 2 comprehensive write ups: Sto AG and Hornbach AG

Congratulations ! The writer of the “Value Uncovered” blog got a full-time job at Yachtman because of his blog.

Gannon on Catering International, an interesting French company.

Good post from Nate why not every value investor should / could “go Buffet”.

Great post about the South Sea bubble in 1720. Nothing is new in finance.

A review of a new book about short selling. Interesting and very counter cyclical….

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