What are we reading?

  1. Hedge Fund letters from Q42018 (here)
  2. 13-F’s that have posted for Q42018 (still incomplete) (here)
  3. A very promising blog here from Lyall Taylor (here)
  4. An interesting financial blog (here)

What are we reading?

Email Communication between Muthu and Prof. Bakshi (WiseWealthAdvisors)

Hedge Fund Due Diligence Uncovers Serious Questions (ValueWalk)

How Warren Buffett Calculated ROE (ValueResearchOnLine)

Deutsche Bank: An inside look at Former CEO’s role in LiborGate (ZeroHedge)

Why Microsoft’s Windows 10 Upgrade is bad news for Intel (BusinessInsider)