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)
value and opportunity 