A good write-up on Seritage Properties (one of Buffett’s personal positions)
Forager Funds likes Enero
Longcast Investor’s Q1 report
Some very good advice for (the last remaining) short sellers
Why Under Armour is struggling
How to report growth when you are a company which does a lot of M&A : constellation Software 2016 letter to shareholders
Richard Branson’s must read book list (70 books) (h/t valueinvestingworld)
For fans of Contingent Value Rights (CVR), Innocoll might be worth a look
How PE funds “pump up” their returns. Howard Marks with more thoughts about the use of these “subscription lines” in PE funds.
Facebook behaves like an old school monopoly
A detailed analysis of H&M the Swedish clothing retailer
Why price setting at online retailers these days is similar to High Frequency Trading
The author of the book is Nils Kröner, a German who among others worked as consultant at McKinsey, at Barclays and for AKO capital before he became professor.
The book has been written following the big financial crisis and starts with a review about what went wrong in general.
Then he introduces the “7 deadly sins of banking” that contributed in his opinion to the banking crisis which are: