On position sizing in long/short equity hedge funds [Aleph Blog]
Report on measuring a company's moat [Credit Suisse]
How to read a 10-K like Warren Buffett [CNBC]
The myth of maximizing shareholder value [Naked Capitalism]
The second most expensive stock market in the world [John Mauldin]
A look at Post Holdings [Brooklyn Investor]
Dow Chemical is no bargain [Capital Observer]
A long pitch on SSD makers [Minyanville]
Sprint met with US government re: possible T-Mobile deal, Justice Dept skeptical [WSJ]
How Vietnam became a coffee giant [BBC]
5 takeaways from the emerging markets rout of 2014 [WSJ]
Visa Europe says end of physical currency a 'reality' [Telegraph]
Apple making a move into mobile payments? [WSJ]
Google and Samsung reach global patent license deal [GigaOm]
Wednesday, January 29, 2014
What We're Reading ~ Analytical Links 1/29/13
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