Some links

A very critical article on DaVita Healthcare

How Warren Buffett runs the pension plans of his companies

Whitney Tilson is closing his fund (because of “sustained underperformance”)

The UK Value investor explains why stocks high dividend yields can be dangerous (Stagecoach, Inmarsat)

Ben from Wertart likes DFS furniture

Long and detailed Reuters piece on the “Wild Wild West” nature of Bitcoin exchanges

One comment

  • These are great links. Particularly, We should do a discussion on Tilson’s HF exit. Is it prescient, like someone going out before the storm hits, or is it merely apt punishment for being sub-par? If the latter, many other managers should be doing the same.

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