Weekly Links

Interesting article about an US fund manager who is bullish on European banks

Investing checklist

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

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