Weekly links

New German language blog for small cap stock picking including a model portfolio

Interesting paper on how and if individual investors learn from mistakes

Post mortem analysis of a capital structure arbitrage gone wrong from Valueprax. I think analyzing such trades and writing down the reasons is the most important part for any investor to improve his skills.

Lululemon and the Einhorn effect

Q2 letter summary of the interesting TCI hedge fund. Concentrated activist portfolio. (Mental note: Check Lloyds TSB bonds)

August newsletter from Ennismore, always worth reading. Featured stock: Duni

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