Inflationistas and the global supply shock [FT Alphaville]
Equity long short funds: do they provide return-free risk? [Reformed Broker]
Is Caterpillar (CAT) nothing but the Dow's most overpriced dog? [ZeroHedge]
Interview with the 2013 Ira Sohn Contest winner [Santangels Review]
Thoughts from the Valuex Vail Conference [Institutional Investor]
A dozen things I've learned from Seth Klarman [25iq]
You don't know as much about bonds as you think you do [Term Sheet]
The hardware revolution is upon us and why it matters [True Ventures]
A pitch on Cedar Fair (FUN) [Broyhill]
The irrelevance of Microsoft (MSFT) [Benedict Evans]
Why online consumers love Zillow and Trulia [Realtynex]
The cult of home ownership is dangerous [FT]
Goodbye mail carrier, hello cluster mailboxes [CNN]
Wednesday, July 31, 2013
What We're Reading ~ Analytical Links 7/31/13
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