Some links (05/2017)
The complete Baupost 2016 letter (h/t qed1984, EDIT: link is gone…..)
Are GoPro and FitBit already interesting ?
The 2016 book list from Broyhill AM
A few ground rules for shorting stocks
Interesting profile of Short selling legend Mark Cohodes
Here´s the Baupost letter again:
Allow me to add a link to your great selection:
Click to access Graham%20%20Doddsville_Issue%2029_small_0.pdf
I still like GoPro’s (old) Hero, but as an long-term investor I prefer no gadgets, I prefer a moat.
In 2015, Canon acquired Axis. This made sense. I see no good reason why Apple should buy GoPro.