Some links

MUST SEE: 30 minute video with and from Ray Delio about the “economic machine”.

Damodaran with a 4 item checklist in order to identify potential value traps

The Brooklyn Investor explains, why one should concentrate on businesses, not on stock market levels, tapering etc.

A potential arbitrage opportunity with US “forever stamps” ahead of an announced price increase

Punchcradblog on Blackbaud, a software company with an interesting business model, which nevertheless is too expensive. Very nice write-up and way of analyzing a company.

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