Always a good read: Rob Vinall’s (RV Capital) annual letter featuring US based Credit Acceptance Corp. as major new investment
Don’t miss the new issue of Graham and Doddsville featuring among others Bill Ackman and Corsair Capital
Very good (long form) post on the future of television networks vs. Netflix, Amazon & Co
Some (Australian) perspectice on iron ore and China
AlphaVulture has a very unique perspective on Amaya, the new online poker power house. It could actually be a rather interesting short opportunity.
WertArt has discovered closed end Italian Real estate funds. Something to look at more closely…..