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
The Fama interview linked to by Assness was also nice: http://www.top1000funds.com/featured-homepage-posts/2015/12/11/investors-from-the-moon-fama/
I can’t download the “must read”, the Graham & Doddsville-Letter from http://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files/Graham%20%20Doddsville_Issue%2026_.pdf.
Broken link oder crashed server?
Link works for me.
tgv, not a word about exchange?
Sorry, what do you mean by that ?