Some links
The “beer King” Anhauser Busch Inbev has seen better days
Interesting thought: Value stocks have performed in line with historical expectations but the anomaly is the performance of growth stocks
Third Point (Dan Loeb) Q3 letter
A very deep look inside the technology behind Elastic, one of the current SaaS superstars
Oddball Stocks on the problems with “sum of part” plays
Some recent updates on the GlobalStockPicking blog portflolio
value and opportunity 