Some links
Whitney Tilson now has his own website / blog.
According to Andrew Left (Citron), the recent IPO “The Amazon of Africa” Jumia is a complete fraud
Very Expensive stocks have outperformed now for some time
On Gazprom and why some Value Investments need catalysts
A16Z with a great post on why just having lots of data doesn’t create a defensible moat
Interesting perepctive: What Long term investors can learn from traders
Google is tracking a lot of stuff. For instance all your puchase receipts in Gmail, but free mobile games seem to be a lot worse
value and opportunity 
Interesting