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



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