Some links

2 Investment book lists: Barry Ritholz and from the beforelosingmysanity blog

Broyhill 2015 letter

Recommended: The 2015 letter of the “TGV Truffle” fund (Aggreko, Rolls Royce, Microsoft, Alphabet. Leucadia)

A good collection of 2015 annual hedge fund letters (h/t Valuewalk)

Some thoughts on American Express and a write up about Nintendo

Why a 1428 year old Japanese company went finally bankrupt

 

 

Leave a Reply

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

WordPress.com Logo

You are commenting using your WordPress.com 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 )

Google+ photo

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

Connecting to %s