Good overview and outlook for the beaten down Emerging Market countries from Prof. Cowen
Interesting analysis on Delisting from German stock exchanges (Frosta BGH Urteil, German)
Alphavulture likes MAgix AG, the German media software company
Cullen Roach explains why waiting for the fat pitch is not for everyone
Great post on Alleghany from HoldCo expert Brooklyn Investor
Fascinating book review “The panic of 1819” from valueprax (already ordered…)
Finally Nate from Oddball with some insights on sharing investment ideas.