Some links
Langfrist hosts a new interesting fund: Rubicon Stock Picker fund with their first 2016 annual letter describing their 3 largest positions in some detail (Eurotech, Max21, Songa Bulk)
Good collection of 2016 year end fund letters (Reddit)
Is there a huge fashion retail bubble in the US ?
Rob Vinall has posted some interesting Videos from his investor day a few weeks ago on Youtube
Chris Hohn (TCI) tries to kill the Safran/Zodiac take-over (presentation slides)
How stock investing looked in the 1950s with an appearance of Benjamin Graham (h/t Valueinvestingworld)
value and opportunity 
Do you know the people behind Rubicon? Because Rubicon itself seems very new and has no track record.
Yes i know them.
Mr.Hohn is right about the interior business and its lower margins.
Zodiac Couleur be the poison pill for Safran.
One can see this nicely at the Austrian company FACC AG which I analysed in my blog.
They have 3 segments: aerostructures, Engines/nacellles and interiors. Despite significant growth they have the lowest margins in the interiors business and still fight for decent margins there.
Covacoro
Thank you for the great reads (not only this one, but just about each “some links” post)!
You’re welcome !!
These looks even better than usual. I often read your links but never says thanks – so thanks!