Some links
Muddy Waters is short Casino and thinks parent Rallye is worth zero. Good that I filtered Rallye out quickly. Last year, Rallye was still presented as a “value investment” (Never buy a story)
The Brooklyn Investor takes a look at Ametech, a stock held by Lou Simpson
A hard value investing lesson from the Oil & Gas sector
The big Fintech bubble already shows some weakness
John Hempton’s (Bronte) somehow sceptical November report
Finally a video of a lecture from “deep value” guru Peter Cundill (2005)
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value and opportunity 
Hi,
There is a compeling short report on Ametek, published in 2014 but noboddy seems to care about it.
http://ftalphaville.ft.com/2014/11/13/2041302/can-you-hear-me-that-new-york-short-shop-target-is-ametek/
thanks, I didn’t knew about that. And I don’t like “roll ups” very much.
I’ll have to be greatly grateful towards Muddy Waters to let me get out of Rallye finally, losing a chunk of money but learning a great lesson.
Thing is that you (value and opportunity) are really clairvoyant on Rallye.
I had to google what clairvoyant means but thank you. But in reality it is just a simple filter: I don’t like leverage
Hi, as always thank you for your great work and sharing!
Wow! Muddy Waters has released an (Long-)Report of Bolloré SA in February. The Price then moved up sharply but is now (without considering dividends) in the red. Have you looked at it?
Bolloré is interesting becaue of the CEO. The company itself is really hard to understand. It is somewhere on my “hard stuff” pile……