Some links & “gone fishing”
A good write-up on Seritage Properties (one of Buffett’s personal positions)
Forager Funds likes Enero
Longcast Investor’s Q1 report
Some very good advice for (the last remaining) short sellers
Why Under Armour is struggling
How to report growth when you are a company which does a lot of M&A : constellation Software 2016 letter to shareholders
By the time you read this, I will be “gone fishing” for 2 weeks and there will be no further posts ! I will also most likely be not very active in the comment section……
value and opportunity 
Aber gibt est echtes Cash oder Monopoly Banknoten? 😉
… Ich frage mich ob du uber Ardagh Group gehört hast…
Gute Erholung in der Toskana! Ich empfehle einen Besuch in Siena bei der dort beheimateten Bank. 🙂
Auf jedem fall gibt es bei den bmps Automaten noch cash. Immerhin.