Some links

Why drivereless cars might become reality more slowly than we think

A great inside story of a bank trader who was down 200 mn USD on a single oil trade

Rob from RV Capital has released his 2015 letter. +46,7% in 2015 and a new stock: Trupanion

The Punchcard blog on Ackman’s Q4 letter and “platform value”

Rare interview with “Big Short” Steve Eisman

Interesting matrix on relevant types of moats per sector (H/T Valuewalk)

Wertart goes “deep value” in Australia with LogiCamms

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