Some links

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Ben from WertArt with an “epic” analysis of Gilead

Podcast interview with Tucows CEO Elliot Noss on investing in a Changing World (h/t Valueinvestingworld)

Some presentations from ValueX Vail (including Tripadvisor, registration required)

A very good summary on Kinder Morgan and mistakes made

Spain finally seems to have made it out of crisis

An interesting comparison between Microsoft now and IBM 25 years ago

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