Some links | Value Investing News

Some links

  • Deep thoughts from¬† (and about) the founder of Constellation Software Forager on the potential long term downsides of large moats Ben from Wertart with a deep dive into Sarine Technologies
  • At USG, Buffett goes somehow activist by teaming up with German Knauf against the Board Express Scripts looks like a potentially interesting Special Situation Red Corner blog is back with a write-up on CVR Partners Prof. Damodaran updates his Facebook valuation
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