Must read: Howard Marks’ latest memo
Charlie Rose interview with James Dinan (York Capital)
The UK Value Investor looks at Tesco vs. Morrisons
Aleph blog with a short but good post about neglected companies
Interesting analysis of Burelle, a French Holding comapny at a big discount
Anyone remembers the flash crash ? Great movie (45 min) with many famous financial “gurus” like Paul Wilmott etc.