Book review: A look at some classic short-sale situations in Scott Frearon’s Dead Companies Walking: How A Hedge Fund Manager Finds Opportunity in Unexpected Places. (Barbarian Capital)
Quote of the Day
"The coolest feature of investing primarily via asset allocation is that 95% of news is instantly transformed into entertainment. Alchemy!"(Joshua Brown)
Chart of the Day
How has China’s stock market outperformed given all that is going on?