Interesting article about an US fund manager who is bullish on European banks
Interview with Zeke Ashton (Centaur Capital)
Stefan from Simple Value Investing is starting a parallel blog in English. Highly recommended !!!
I don’t know if I had already explicitly linked to the excellent Long Term Value Blog. Check out the Half Year portfolio review, a very interesting and unique portfolio.
Finally, in case you are interested how Mexican Drug cartells build their “moats”, read here
I use Google reader. My “A list” is around 70 blogs with 20-30 posts in total per day. That’s managable.
Wow, how do you manage to read all that blogs? I think I would be challenged if I did that as a full time job…