Some links
Rob from RV capital has released his semi-annual investor report with some very good insights (registration required)
A very interesting “idea watchlist” from ClarkStreetValue
Whenever markets go down, Jim Chanos gets more airtime. Discusses China, EM, Solary City, HP and others.
Another half year report, this time from Zeke Ashton’s Centaur Total return fund
The ViennaCapitalist has an interesting perspective on commodity traders (Glencore)
value and opportunity 