value and opportunity

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