Great article on the problems at Mc Donalds
Joel Greenblatt talks about his “new” strategy
Great analysis (part 1) of German Online tire company Delticom from Frenzel & Herzing
Damodaran looks at Brazilian Vale and Russian Lukoil.
Alphavulture has analyzed Clark Inc. which seems to be the Canadian version of Carl Icahn
Interesting analysis on the US shale oil industry and the 75 USD oil price (spoiler: Capex will go down A LOT)
The performance of companies, whose CEOs play a lot of golf, does not look so good. What about money managers ?
Don’t miss: Blogging luminaries on Charlie Rose (Josh Brown, Joe Weisenthal, Felix Salmon, Megan Murphy)