Some links
Glen Chan with a good summary of the risks with Chinese stocks
Hard times for Bill Ackman – Q3 report of Pershing Square
Will the P/B “factor” ever make a come back ?
15 Questions to ask management of a company (as an analyst).
Virtual Reality E-Sports seem to have some potential
John Kingham has found 3 trustworthy dividend stocks (Admiral)
How to change the culture of a large organisation (Honeywell)
value and opportunity 
Ouch, 1.4% net of all fees since January 1st 2013. How long before his fund winds down?
Although his comments on the Herbalife Freefloat are very interesting.