Highly recommended: First Quarterly report of the new “Profitlich-Schmidlin” fund with short summaries of all positions (in German). Interesting portfolio and interesting strategy. Good luck !!
Short write up on Aggreko, an interesting UK company
Great story how stock picking legend Julian Robertson seemed to have lost it in 1996
Mebane Faber has developed a new ETF which invests into the 10 cheapest countries globally
Conference notes from the 2014 Value Investing congress in Las Vegas can be found here. As always, Zeke Ashton’s case looks interesting, although his BMW pitch looks pretty similar to that one from RV Capital a few months ago.
For all those who are desperately waiting for the next crash: A short overview of 240 years of financial crisis