Some links
Must read: Deep thoughts on changing competitive advantages from Jan (TGV Truffle fund)
Competitive Advantages 2: How ARM did beat almighty Intel
Steve Balmers “Truth”: How Microsoft missed mobile
The guy from Punch Card Blog look into one of heir failed investments (CONN)
Chipotle and the next big thing: Burgers. Plus a look behind the Chipotle counter.
Stock picking is not dead, closet indexing most likely will be soon