Some Links

As aways, don’t miss Eddie Elfenbein’s annual 20 stock buy list which has an incredible good track record

Clark Street Value’s 2015 portfolio review with a nice list of very unusual positions

A good write up of Leucadia

Unfortunately only in German: A 45 minute documentary about the Samwer brothers (Zalando, Rocket Internet)

Great advice from Farnamstreet blog how to get your reading done

The 2015 review from Frenzel and Herzing

A good summary of links on what is going on in Brazil (H/T Abnormal Returns)

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