Some links

Must read: Why the (VC backed) technology sector seems to look very similar to the US shale industry some years ago

John Kingham thinks that DIageo is a good company but overvalued

UndervaluedShares with a great feature on the Lundin Group and how to make money in the “Dark Corners” of the capital markets

Are travel related stocks now a “Buy” ?

The Rational Capitalist blog has an in depth look into Buffett’s share repurchases over the years

GlobalStockPicking likes Greatview Aseptic, a competitor to Tetrapak

A critical viewon the “secret sauce” of the Private Equity industry

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