Some links
Prof. Damodaran thinks that GE is undervalued and 5 lessons to be learned from the GE debacle
Great profile of Shane Parish (Farnam Street Blog)
Warren Buffett has been buying JP Morgan, Oracle and other Financials.
Great CNBC interview with John Malone (h/t valueinvestingworld)
MBOs seem to be an indicator that an industry might be undervalued
GlobalStockPicking looks at the Dental industry
A great overview on where innovation will happen next from Benedict Evans (A16Z):
value and opportunity 
Will make you feel better, down 5,5%
Since the beginning of 2018 until yesterday -3.9%
My portfolio took is 3% down since beginning of 2018. Anyone willing to openly share their performance?