Some links
Damodaran tries to value Go Pro
David Merkel on the “interest rates must rise” mantra
Research Affiliates has a pretty cool new website where you can play around with expected returnas and volatilities of all major asset classes
Interesting post on the differences between Japanese and US stock valuations
A good summary of investment ideas presented from the “great investors” conference (GIBI) including Einhorn, Ackman, Price etc.
value and opportunity 