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