value and opportunity

Fellow blogger Wexboy had a very decent year in 2017

Interesting (and funny) post of someone who founded a very unique Private Equity fund in 2017 (and met Charlie and Warren) (h/t Valueinvestingworld)

2017 Annual letter of the Fundsmith Equity fund

David Einhorn’s Q4 2017 letter

MUST READ: Some deep (and balanced) thoughts on the potential longer lasting effects of Blockchain technology (Watch out Uber, Facebook, Google…)

The UK Valueinvestor looks at UK homebuiler Galliford

Farnam Street blog explains how to use Expected Value in decision making