Some links

David Einhorn’s Q2 letter. Interestingly he partcipated in the recap of some Greek banks.

Good Howard Marks Interview

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

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