value and opportunity

Howard Marks on making and exploiting mistakes.

Must Read: Damodaran on Contrarian Investing

Interesting article in the FTD about Prokon. Looks like this might be ending soon.

Bronte on how the financial system in China works.

Citron is out with a new report on one of the biggest Chinese real estate developer Evergrande.

Long post at Brookly investor how interest margins at Wells Fargo correlate with overall yields.