Some links
Good “all around post” from the Brooklyn Investor on Jamie Dimon, Steven Shcarzmann, the market and more
Greenwood Investors Q3 letter on the difference between “tourists and pubs”
Prf. Damodaran on WeWork and Softbank
A good portrait of the LT3000 investment blog
The PeridotCapitalist blog answers some questions from readers
Ben Thompson on the “Google Squeeze” (Expedia, TripAdvisor)
An interesting article on holding stocks for too long
value and opportunity 