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
value and opportunity 