Some links
David Einhorn’s Q2 letter. Interestingly he partcipated in the recap of some Greek banks.
Michael J. Mauboussin’s updated “meassuring the moat” paper (via CSinvesting)
A kind of “small cap manifesto” from Nate at Oddball
Did value investing work during the long Japanese depression ?
Another Caterpillar short thesis
value and opportunity 