Investor letter of a very good value fund: RV Capital including short summaries on all the holdings (among others Tonnellerie, Hornbach, Bechtle, Atoss etc.) as well a thoughts on value investing and technologies and circle of competence.
Always worth watching: Jim Chanos on Bloomberg TV. Looks at companies which do a lot of acquisitions
Interesting special situation analysis on Prime Office REIT AG
Nice NYT article about a 99-year-old investor, Phillipp L. Carret. He was even a broker client of Buffet’s father Howard.
Must read: Detecting accounting fraud in Asia