Value and Opportunity and his 10 “All time flops” – a must read!
Greenwod Investors on break-ups – a must read!
Best of Charlie Munger 1994-2011 – great collection!
China Hustle – The Film
The coffee-can portfolio of the scuttlebutt investor (includiding Amazon, Netflix, Boing, C-Trip and Coupa Software)
The update on the uber cannibals of Monish Pabrai
The UK Value Investor on Dignity PLC
Peridot Capital on the profit margin of Facebook
The Visual Capitalist on the scale of Amazon
EasyWisa zu(m Buzzwordbingo bei) RIB Software