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……



Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.