Some links
Links to all pitches of the Sohn Canada conference (h/t market folly)
John Hempton from Bronte likes Sun Edison
Citron doesn’t like Valeant
Damodaran tries to put numbers on the Volkswagen carnage
Good business story on Adidas attacking Nike in the US Sneaker market
The inevitable decline of Soda drinks in the US
Recommended: “Post mortem” analysis of an “outsider company” Rockwood Holdings
value and opportunity 
I would add the very interesting analyses from Wertart about Houston Wire & Cable Company:
http://wertartcapital.com/2015/10/01/houston-wire-cable-company-investment-case/