Some links

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


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