value and opportunity

An interesting article on how Private Investigators are used by Hedge Fund investors

Some deep research on the planned Genworth Financial take over by China Oceanwide 

Ricegrowers Ltd from Australia could be interestng for investors into agricultural companies

The always brilliant Ben Thompson on Microsoft, Slack, Zoom & SaaS businesses

yetanothervalue blog with a range of thoughts and ideas

A good summary on what’s going on in the “spin-off” area

Fantastic story on a guy who invented algorithmic horse betting