Some links

A retired HF guy is shorting Canadian housing

A critical look at “Black Box” quantitative Trading strategies. Hint: they all blow up.

Not every spin-off works out. As a reminder, a list of 25 really bad spin off cases

Greenbackd with an analysis of a deep value stock, watch maker Movado

Good write up on South African furniture retailer Lewis Group from the Bovinebear blog

Ever heard of an “Outsiders” like oil & gas explorer ? Canadian Peyto seems to fit the bill here (H/T valueinvestingworld)

The Brooklyn investor with a look at Mondelez and Bill Ackman

One comment

  • I am afraid to buy some german stocks when some shareholder has a large percentage.
    Can you tell me the best website to see the shreholders of german stocks or the free float? (for example, Grammer AG)

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