Mexican Hotel stocks as a contrarian opportunity ?
The complete guide to Dr. Michael J. Burry’s investment style (“Big Short”)
The case for Emerging Markets equities
Some interesting forensic details how Autonomy “massaged” its revenues prior to the HP takeover (beware of Software resellers…..)
Old School Value on Ben Graham, the “Father of Special Situation investments”
Some evidence that profit sharing does improve loyalty and productivity of employees
Finally a collection of pitches from the Sohn London conference