Red Corner has dug out an interesting distressed convertible situation. Look at the discussion, plenty to learn here.
Must read: Steve Romick’s (FPA Cresecent fund) Q4 letter. He likes Orkla and GBL.
Last bear standing: Hussman’s weekly letter, debunking the “great rotation”
Eastcoast Q4 letter with focuson transformations
Great article about one of my favourite non-finance blogs Boing Boing