Some links
Investing is science AND art
Very interesting article on Costco and its strong company culture
Google seems to become a more “normal” company with financial discipline (Good bye “moon shots” ?)
There is a lot of change in the pipeline for the troubled shipping industry
The Farnam Street blog has a great collection of book lists
Interesting write up on Amazon from Brazil
Barry Ritholz reviews the new Michael Lewis Book “The Undoing Project”
value and opportunity 
another good source of book summaries:
http://blas.com
Cool !! Thanks.
not sure if you have seen it or not but I thought I should also add this in case you missed it:
https://www.bloomberg.com/news/articles/2016-12-07/buffett-soros-and-the-role-of-robotic-logic-in-investing-riches
thanks
any thoughts about Bayer..? 🙂
http://www.businessinsider.in/Heres-the-presentation-David-Einhorn-just-gave-to-a-room-of-elite-hedge-fund-managers/This-is-a-story-about-a-newly-engaged-couple-/slideshow/55882887.cms
Thanks for the link. No, Bayer is “too hard” for me. I do not know enough about pharamaceuticals to give a “qualified opinion”.
mmi
Memy I also liked the shipping article. As if the industry does not already have enough to worry about….
Owning ships has been much more fun 5 or 10 years ago…..
The shipping one interesting. I had not heard of this before, and now I’m wondering what opportunities could arise out of this.