Some links
Farnam Street on how not to be stupid plus its 2018 review
And ValueInvestingWorld with a fitting “final checklist” before making an investment decision
An interesting view on how “factors” like size, EV/EBIT etc. performed in 2018
Honeywell looks potentially interesting after the spin-off as well as ARLO
Good feature on Paul Singer (Elliott)
Four blogs with totally “off the beaten track” portfolios have posted 2018 reviews:
– GlobalStockPicking
– Alpha Vulture
– Value Investing France
– Clark Street Value
David Einhorn had a catastrophic year in 2018
value and opportunity 