Some links
Arte documentation (German) how Amazon disrupts publishing (h/t Blicklog).
Jet.com wants to attack Amazon. The founder has sold diapers.com to Amazon and worked for 2 years “inside”.
Tesla seems to be ready to produce batteries which will power your home
Pat Dorsey abandons somehow moats and is betting on managers instead. With his new German investment Aurelius AG, he might be betting on the wrong guy….(MS Deutschland bond scandal).
Highly recommended: Damodaran on the mess that is Petrobras
Ed Morse, one of the very few who predicted the drop in oil prices, expects much lower prices in the next few months
And finally, based on the “overwhelming demand”, a few pictures from a recent skiing trip (Austria, Warth/Lech):
value and opportunity 
I wonder if Pat Dorsey is still happy with his “investment”…
Boy, I am sad that winter is over when I see these pictures again. 😦
Thanks for letting me know when I asked about it… Aurelius now down 20%…
AURELIUS AR4G.DE SLIDE MORE THAN 10 PCT TO DAY’S LOWS, TRADERS CITE REPORTS SHORT-SELLER GOTHAM CITY EYEING STOCK – Reuters News