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 closer look at Domino’s 

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

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