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)
