Some Links
A very good analysis why once famous Value investor Bruce Berkovitz has been struggling for the last 10+ years
SmallCapsEurope with a very detailed write-up of French Software Microcap ITESOFT
Recommended: Paul Graham essay (Founder of Y Combinator) on his own (crazy) life (so far)
Global Stock Picking blog with a portfolio update
Ben Evans on the State of “Tech”
How Worm Capital went from Turn-around investor to Tech Highflyer Hedge Fund
Undervalued Shares has included my humble Blog in its “blogs to watch” series
And as a special service: The All German Shares – The Complete Series as a single pdf file