Some links
10 interesting stocks for 2014 from moatology (I don’t know a single one of them….)
Frenzel & Herzing with the second part of their STo AG valuation
A nice “best book” list for 2013 from Farnam Street
Very interesting story about th movie “A wonderful life” and the guy behind the Bankers anonymous blog
Value Investing France with a (too) short summary of 2013
Jim Chanos, last bear standing, thinks it is a good time to raise fresh money for his short fund.
Finally, the free Winter issue of Grant’s interest rate observer (via Canadian Value)
value and opportunity 
Hello
I have a suggestion for the topic “missed opportunity. Unfortunately it was also a missed opportunity for me…. 😦
You always like Spin-Offs, and what was the BEST performing stock of the Swiss stock market was a ……. Spin-Off
Autoneum rised more than 200%!
But I have to admit that it is a cyclical stock
thanks for the comment. I will need to update my spin off analysis at some point in time to include 2012 & 2013.