Weekly Links

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

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