Weekly Links
David Einhorn’s Q1 investor letter. German IPO Evonik is one of his new stocks.
Wexboy on Donegal Creameries. Nice jump in the share price.
Great post on US insurance valuation from Aleph Blog
Overview of topics and speakers at the famous Ira Sohn conference in New York
MUST READ: Graham and Doddsville newsletter Spring 2013
value and opportunity 