value and opportunity

An enthusiastic analysis of Trupanion  (h/t valueinvestingworld)

A two part series on the decline of the American Mall: Part 1 & Part 2

Compagnie Lebon from France looks potentially interesting

Midyear review from  Clarkstreet Value with some interesting Special Situations

Forager Funds likes Australian company CTI

Interesting thoughts on Google and monopoly power

Summer reading list from Market Folly