Some links

The Semper Augustus 2017 letter (h/t valueinvestingworld)

David Einhorn’s Greenlight Re doesn’t do well these days

Food related stocks are suffering already from inflation

At some point in time GE stocks  could become interesting. But GE’s rating is important.

Morning Star’s top 10 high conviction stock picks

The historic tulip bubble seems to have been mostly a myth

2017 letter of Sabre Capital (John Huber)