value and opportunity

Prof. Damodaran analyzes the impact of the US tax code changes

Morgan Housel with some deep thoughts on financial markets and addictions

Some thoughts on the Softbank / Uber deal

Software companies usually don’t have big moats (h/t Valueinvestingworld)

The Value Investing France blog with its 2017 review

The 2020 sulfur cap on ships might  lead to profound impact on commodity trading

Forager on symptoms of a stock market mania