Must Read: Sequoia fund 2013 annual letter. They had a good year but didn’t make a single new investment in 2013
Wintergreen fund 2013 letter. Not a good year for them.
A very good lecture on value investing by Vito Maida, the boss of Canadian firm Patient Capital (nice name for a value investing company by the way…)
Finally a “new” blog which I found interesting:
Strictly Financial, a blog of two financial professionals with some interesting post for instance on Korean Preferred shares or the Whatasapp transaction