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 (, search result)



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