value and opportunity

Classic article from Charles D. Ellis against “Diworsification”

Good presentation from Katsenelson on investment process

Very interesting Tim McElvaine (Peter Cundill disciple) video interview about Japanese companies and investing (mental note: run screen as mentioned: Stock down 2/3, below tangible book and market cap > 1 bn )

Nate from Oddball is more into Japanese Net nets.

Does “catching the falling knife” maybe work on a sector level ?

David Einhorn is short Iron ore. Jim Chanos had this idea already 1 year ago.

Expecting Value about Severfield-Rowen, a stock on my Boss score UK top 25