Some links

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

Leave a Reply

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

WordPress.com Logo

You are commenting using your WordPress.com 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 )

Google+ photo

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

Connecting to %s