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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]
