Latest report of SIA advisors
Great analysis of Dart Group Plc from Valuestockinquisition
The competitive adavantage of part-time investing
Quarterly letter of Kerrisdale. 200% performance in 2011, good paragraph on struggling retailers.
Always a good read: David Merkel ranting against simplistic valuation metrics.
The new semester in Damodaran’s valuation class starts on January 30th, don’t miss it. Will this be the slow death of universities ?
Very good post from Wexboy about catalysts and activist investors
Seth Godin about an underestimated competitive advantage
Q4 letters from East Coast Management and Tweedy Browne