Some links
Langfrist hosts a new interesting fund: Rubicon Stock Picker fund with their first 2016 annual letter describing their 3 largest positions in some detail (Eurotech, Max21, Songa Bulk)
Good collection of 2016 year end fund letters (Reddit)
Is there a huge fashion retail bubble in the US ?
Rob Vinall has posted some interesting Videos from his investor day a few weeks ago on Youtube
Chris Hohn (TCI) tries to kill the Safran/Zodiac take-over (presentation slides)
How stock investing looked in the 1950s with an appearance of Benjamin Graham (h/t Valueinvestingworld)
