Some links
Recommended: TGV Partners Fund 6 month report: “Don’t be a dividend monkey”
Recommended: RV Capital 6 month report: “Is it possible to be long-term and contrarian?”
Congratulations. John Hempton (Bronte) got a full Bloomberg profile
Matt Levine on the FTC ruling for Herbalife
Buying a diet shake from a Herbalife distributor will now be harder than buying a gun;
Why Active Asset Managers need to change their business model
A good checklist from Forager if an Acquisition makes sense (or not)
The current state of the Bordeaux WIne market (FT.com, search result)
value and opportunity 
Thanks for the John Hempton-link. Really entertaining…
The “Don’t be a Dividend-Monkey” part of TGV’s H1 report is really well written. Thanks for the links!