Some links

Market folly has a great collection of pitches from the London Value Investor conference

A good summary why most investors these days hate banks

Wexboy with a very nice write-up on a company called Applegreen

The unstoppable rise of the QR code in China

Interesting thoughts about the carnage in retail stocks and a follow-up post

Wow, my blog has been included in the “50 Of The Best Investing Blogs On The Planet”




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