Some links

A very nice analysis of Mastercard

Deep Value in Singapore: PNE Industries (Alpha Vulture)

Nils has uncovered a potential fraudulent stock scheme at HQ Life

Very good advice: Ignore marketing for financial products. Always.

Zeke Ashton (Centaur) 2015 letter

Very interesting AMA (Ask Me Anything) on Reddit with a Long/short Hedge Fund Manager

2016 wil be another tough year for (Swiss) watchmakers

 

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