Some links

Graham & Doddsville Winter 2016 issue (Edit: the Craig Effron interview is a MUST READ)

TGV Partners Fund 2015 letter  explaining the Mutui Online investment plus thoughts on Tech stocks and Oil & Gas from a value investor perspective

Cliff Assness vs. Eugene Fama (on momentum)

Pipeline companies, distress, long term contracts and more

The “indiscriminate” sell-off of European Banks (WSJ, google for Headline)

AIG vs. MetLife from Aleph blog

Some fun with probabilities and Russian Roulette

 

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