Some links (03/2017)

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David Einhorn’s Q4/2016 letter 

Don’t miss: TVG Partners 2016 letter to shareholders from Mathias Saggau

David Merkel (Aleph blog) with a comment on the huge deal between AIG and Berkshire

A Bolloré “Video Pitch” from Greenwood Investors

Damodaran explains how to look at currencies within an equity valuation

The UK Value investor likes National Grid 

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