Some links
2 Investment book lists: Barry Ritholz and from the beforelosingmysanity blog
Recommended: The 2015 letter of the “TGV Truffle” fund (Aggreko, Rolls Royce, Microsoft, Alphabet. Leucadia)
A good collection of 2015 annual hedge fund letters (h/t Valuewalk)
Some thoughts on American Express and a write up about Nintendo
Why a 1428 year old Japanese company went finally bankrupt
value and opportunity 