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Hedge Fund Linkfest - Shmorgishborg
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Oil and equity correlation: Shift in supply side sentiment [ link ]
Don’t worry, self-driving cars are at least a decade away [ link ] via @Scobleizer
What I learned from losing $200 million [ link ] via @NautilusMag
Pitch: Long Nintendo [ link ]
Meet the guy behind Amazon’s brick-and-mortar retail plans [ link ] @DelRey
Investing by design [ link ] via @ChrisPavese
January edition of Value Investor Insight [ link ]
Graham & Doddsville — Winter edition 2016 [ link ]
Top 20 hedge fund manager list [ link ] via @JuliaLaRoche
Invest like a legend: Steve Eisman [ link ] via @NiallCMcGee
Why we’ll never see a Warren Buffett or George Soros again [ link ] via @NickVardy
Wal-Mart came, it saw, it conquered and low it;s packing up and going home [ link ] via @spettypi
Would you pay $36 a month for ESPN [ link ] via @pkafka
What’s going on with Bill Ackman’s Platform Specialty Products [ link ] via @blmsvalue
The crazy story of what really happened to Target in Canada [ link ] via @Joe_Castaldo
A simple way to think about a moat [ link ] via @Greenbackd (kind of)
Morningstar moats, key considerations [ link ] via @ChesapeakeCap
Meet the lower quality, lower margin Chipotle [ link ] via @BarbarianCap
Startup pays cash for homes, then flips them [ link ] via @RolfeWinkler
American Express — My thoughts [ link ] via @noyesclt
C’mon, bounce [ link ] via @MebFaber
Overview: LiLAC Group [ link ] via @Find_Me_Value
Woolworths [ link ] via @Fritz_100
Caution, teamwork trumped bravado for some hedge funds in 2015 [ link ] via @ldelevingne
Eric Jackson and SpringOwl’s 99-page report on Viacom [ link ]
Nelson Peltz’s Trian Partners already down 10% this year [ link ]
Greenlight Capital 4Q 2015 investor letter [ link ] via @valuewalk
7 of Wall Street’s top athletes share their rigorous workout plans [ link ] via @SallyPancakes
Deutsche Bank — A guide to the oil and gas industry [ link ]
Seth Klarman had its third down year in 2016 [ link ] via @JuliaLaRoche
Is Sum of The Parts worthless [ link ] via @oddballstocks
How stories drive the stock market [ link ] via @RobertJShiller
Bronte Capital Dec. 2015 letter [ link ] via @John_Hempton
Howard Hughes: Houston concerns creates an opportunity [ link ]