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


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.