Sohn conference SF 2014 notes with summaries of all the pitches plus Notes from the Sohn Canada conference with even more ideas
Great write up on C.H. Robinson from the Punchcard blog.
Some great bloggers “on air”: Nate from Oddball and David Merkel, Aleph
Damodaran on the HP break up and Amazon’s field of dream
Fall 2014 issue of Graham & Doddsville, featuring Wally Weitz
David Einhorn’s presentation for Sun Edison
Wertart Blog likes Steico, the German insulation manufacturer and Valueinvesting France is back with a post on Akka and SII