Kid Dynamite with a very good update on the Icahn/Ackman Herbalife situation
Citron Research with a short thesis about “bubble stock” 3D printing
Great analysis of Oaktree Capital from the Brooklyn Investor
Some interesting but diverging views on Buffet’s Heinz deal: Felix Salmon thinks it is clever from the Brazilian perspective, Eddy Elfenbein thinks it is too expensive, Katsenelson thinks it is still cheap.
The other side of Buffet’s business: Few talk about it because few really understand it. Aleph blog however does.
Great interview with Clayton Christensen (Innovator’s dilemma)