Some links (04/2017)
Highly recommended: JMX capital annual letter 2016
Lunch with the FT: Quant “godfather” Ed Thorp
Dan Loeb’s (Third Point) annual letter 2016
What differentiates successful retail chains ? A focus on ROIC instead of EPS growth.
Long but very good read on the loss of manufacturing jobs, US vs. Germany and trade agreements
And of course: Charlie Rose interviews Bill Gates and Warren Buffett