Some links
The ProfitHunting blog with a nice series on Disney – Part 1, Part 2, Part 3
Larry Swedroe thinks that even 10 years are too short to judge active investment managers
Some deep thoughts on E-Sports and value creation
How an oil ETF become the driving force of the recent oil price crash
The case for (Quality) Small Cap Value stocks
Must Read: Paul Singer’s (pesimistic) letter to investors
Jeff Bezos letter to Amazon shareholders
value and opportunity 
I infer from Paul Singer’s letter that he is definitely long gold. Maybe the right choice, considering his view of the current state of the world… Or maybe he had just a bad day?
Loved the letter from Paul Singer – 1000 tx for sharing and recommending it as must read
Thanks for sharing !