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

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.