value and opportunity

Great book review of “Investing in Japan” from Nate at Oddball

Interesting paper why a “long low beta, short high beta” portfolio outperforms

Interesting Q&A session with David Einhorn

Groupon: Less than 6 months after the IPO, Groupon has to restate earnings and the auditor has identified “material weaknesses”. Short candidate.

Sino forrest is finally bankrupt but sues Muddy Waters for 4 bn USD….

Edit: Although it is not a listed stock, this article about Goretex contains a lot about how to create and defend “moats”…