Some links

Deep thoughts about the recent strategy change at Zillow

Prof. Damodaran has a look at Google. And Google has screwed up messaging again.

A more pesimistic view on the future of tech stocks

Forager on the disadvantage of size in fund management and their thesis on Auto Trader (UK)

What Hugh Hendry is doing these days after closing his Hedge Fund

Long Term Value Blog with a portfolio update

The Global Stock Picking blog likes Rezidor Hotel Group

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