value and opportunity

Is it already the right time to short 3D printing stocks ?

Or rather short cloud computing, like Kerrisdale Capital does with ServiceNow ?

Bronte thinks Great Northern Iron is the proof that stupid investors do still exist….

Two very good posts about the Leucadia / Jeffries Merger: Cove Street Capital and the Brooklyn Investor

Great article about hedge fund strategies:“The end of arbitrage” (via Stableboy)

Highly recommended: NYT business story about ZARA / Inditex