Some links
Japan seems to have changed a lot in the last 10-15 years
Deep thoughts on un-bundling, re-bundling and Robo Advisors
Good thoughts on the probable path to autnomous driving
A detailed and rare feature of Eddie Lampert
UK Funeral company Dignity could be an interesting stock after dropping -70%
Very interesting thoughts about spin-offs from Greenwood
Bill Ackman had another pretty bad year in 2017
value and opportunity 
Re: Dignity, I found this article in the Spiegel some days ago….it’s just for Germany and in German http://www.spiegel.de/panorama/gesellschaft/bestattungen-wie-traurig-es-ist-wenn-niemand-mehr-trauert-a-1199423.html bur maybe the same trends happen in the UK
hello. can you verify your uk value investor link (uk funeral company). I have troubles with the URL:
This page can’t be displayed
•Make sure the web address https://www.ukvalueinvestor.com is correct.
•Look for the page with your search engine.
•Refresh the page in a few minutes.
Being in Parma, and crossing some branches of BPM Banca, one wonders whether its low P/E of 1.63 makes it an interesting buy…
the 2017 profit was all “one off”. Without that the P/E looks different…
About Japan: When we travelled there in April, we hardly saw foreigners in Tokyo, even less elsewhere… only in MountFuji honsen we managed to speak to 2 americans girls… besides that, no contact to outsiders for 2 weeks!