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
value and opportunity 
If you do nothing else this year, you must spell Warren Buffett correctly – that is with two “t’s”, otherwise it is a buffet: a counter or table from which meals or refreshments are served. In fact, if you manage to spell this correctly for one year (and as an avid and grateful reader of your excellent blog, I will notice) – I will donate US$1,000 to a charity of your choice. (I realise that this is a tad unfair as English isn’t your first language and other than some Maori, I speak no other language.) Let me know if you accept my challenge?
#jb,
that is a deal. I don’t see any downside for me.
mmi
TY! Nice analysis and surprisingly similar to mine back in the days (dec’12). 🙂
John,
This might be the analysis mmi is referring to
http://www.kerrisdalecap.com/blog.php
Cheers
Ax
yes, i meant this study.
Prime Office link leads to Bloomberg’s Apple video. Do you have the right link (would be interested)?
thank. just corrected it.