Weekly links
Good French Stock blog with an interesting French Squeeze out, Banque Tarnaud (via Red). Banque Tarnaud was in my Top 25 France Boss Score but I didn’t manage to have a look at it.
The Interactive Investor on Dart Group
Cassandra with a contrarian short gold – long Japanese bond or Cotton trade idea
Stable Boy is not a big fan of JC Penney any more
Damodoran on lockup expirations and stock prices (Facebook)
Chris Hohn likes Porsche. I guess I will have to update my Porsche analysis from 18 months ago.
value and opportunity 