Some links
Great insights how the event ticket market works (hint: You’re screwed)
Armstrong Flooring could be an interesting small cap Spin-off (h/t AR, market folly)
Is there a mattress store bubble ? Plus Jeff Mathews on Mattress Firm (MFRM)
Interesting letter from Gator Capital, a HF focused on financial services companies with an analysis of post-reorg Ambac
Jim Chanos sees big issues in online and auto lending in the US
Shipping Parties in Greece are not as much fun anymore
value and opportunity 
http://nordic.businessinsider.com/cevian-capital-biggest-activist-hedge-fund-in-europe-2016-6
Thanks for the links. The ticket market article is pretty cool. Reminds me of the fact that I still need to visit a game in the Allianz Arena. I once had access to 2 free tickets for a game against Borussia Dortmund but couldn’t attend because I had to take part in a baptism.
Thanks for the mattress-links. I have wondered for a long time how these mattress shops work. They are everywhere, you just have to pay attention. There were some eye-opening points, especially in the freakonomics-link.
Tom