Weekly links

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

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.