Some links
Must read: Extremely wise words from Marc Andreessen on how to grow a (Tech) Company
It’s half-year report time:
TGV Partners fund (among other with Grafenia Plc as new position)
Rob Vinall’s RV Capital (AddLife and PSG as new positions)
TGV Rubicon
A few thoughts on Overstock.com
Best Buy is thriving again despite Amazon. A blue print for others ?
The UK Value Investor with 4 rules for selling stocks
And don’t miss Wexboy’s Half year update
value and opportunity 