Some links

No quick fixes for American Express ? And a good post from Punchcard blog on Amex and competition.

Interested in Australian stocks ? Try the Forager Fund blog and the fund reports.

Good post on Italian stocks (Finmeccanica, Piaggio, CIR)

Damodaran on negative interest rates and valuation

The story of “fracking pioneer” Aubrey McClendon

Muddy Waters has updated its Casino short thesis (h/t Valuewalk)

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