Some links

Deep thoughts from  (and about) the founder of Constellation Software

Forager on the potential long term downsides of large moats

Ben from Wertart with a deep dive into Sarine Technologies


At USG, Buffett goes somehow activist by teaming up with German Knauf against the Board

Express Scripts looks like a potentially interesting Special Situation

Red Corner blog is back with a write-up on CVR Partners

Prof. Damodaran updates his Facebook valuation

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