Weekly links

MUST READ: Aswath Damodaran has published a very interesting 77 page paper called “Value Investing: Investing for Grown Ups?”

If you don’t want to read the full paper, you should read the summary on Greenbacked (part 1, part 2, part 3, part 4)

The “Canadian Buffet” Prem Watsa has published the Fairfax 2011 annual report

Good write up of Chemring at Expecting Value

Interesting Interview with Restaurant company boss (Steak Shack) Danny Meyer

Great write up from Nate at Oddball about Precia SA, a potential hidden champion from France.

EDIT: Damodaran link editetd

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