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
value and opportunity 
2016 wil be another tough year for (Swiss) watchmakers
…
“She forecasts 5 percent organic growth for luxury brands this year, but says most of that will come in the second half.”
…
some sectors would be happy to have those kind of “tough” years 😉
Thank you. Gratuliere insights im that Post.
like the AMA session. Good Stuff! Thanks!
thanks