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)

 

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