value and opportunity

Must read: Graham and Doddsville Winter 2012

Two great posts from Damodaran: First why he sold Apple after owning it since 1997. And second about the importance of the type of shareholders for a company.

Funny April 1st letter to the board of Berkshire Hathaway

Must read: The Grumpy Old Accountants on Groupon: part 1 and part 2. Forensic accounting at its best !!!

Another lesson about Chinese Corporate Governance

Keynes, a superstar stock investor ?

EDIT: Really good new German/English Blog rueckzugsgut Keep it up mate !!