Some links
John Hempton (Bronte) is out with his December 2015 letter
Wertart likes SHL Telemedicine
Clark Street Value analysis of Howard Húghes
A writup + video on Judges Scientific from Frank Weipert (H/T Nils)
Tyler Cowen on driverless cars
John Huber looks at Fastenal’s last quarter
Quarterly earnings call IBM style (Jeff Mathews)
value and opportunity 
Thank you for this.
Bronte’s comments on FB and Google are simply brilliant (and simple).