Siddharth Mehta-Thomas on IDFC – Forager on the situation in UK – Is Biglari worth a look? – Gabelli on Altaba, Naspers and Charter Communications – Brooklyn Investor on JPM – GlobalStockPicking on Oil

Dieter Wermuth’s investment outlook June 2018Value and Opportunity and Barel Karsan with a book review of Bad blood

Richard Cook at Value School:

Reimar Scholz mit spannenden Einblicken zum Thema Due Diligence – Eine gute Analyse zur Situation in Italien – Value Investing Chronicle zu Ben Grahams Value Investing Familie

Booking Holdings im Hamsterradblog – ACATIS zu Roche

Links of the week 23 – with Forager Funds, Gabelli and Value School
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