Stark on designing jobs boat

http://www.vanityfair.fr/actualites/international/articles/goddess-and-genuises/15409

how fab went bust

http://www.businessinsider.com/how-billion-dollar-startup-fab-died-2015-2

DCF checklist

http://aswathdamodaran.blogspot.ca/2015/02/dcf-myth-1-if-you-have-ddiscount-rate.html

The truth about sunk costs

http://sethgodin.typepad.com/seths_blog/2015/02/the-truth-about-sunk-costs.html

The Psychology of Doing Nothing

http://www.gresham.ac.uk/print/10021

If Apple is making a car, when would we start hearing about it from the supply chain?

http://digitstodollars.com/2015/02/17/if-apple-built-a-car-in-the-forest-would-we-hear-it/

Muddy waters research on BOllore

http://d.muddywatersresearch.com/wp-content/uploads/2015/02/MW_Bollore_02172015.pdf

Growing, fast and slow

http://www.bankofengland.co.uk/publications/Documents/speeches/2015/speech797.pdf

Credit Suisse Global Investment Returns Yearbook 2015

https://publications.credit-suisse.com/tasks/render/file/?fileID=82FB3C1A-9CB1-FBA5-A70A6CA2FC94A025

Reddit thread on when to sell

http://www.reddit.com/r/SecurityAnalysis/comments/2w4jm3/when_youre_a_value_investor_who_is_looking_to/

Portfolio Turnover–A Vastly Misunderstood Concept

http://basehitinvesting.com/portfolio-turnover-a-vastly-misunderstood-concept/

10 Great Lines From ‘Where Are the Customers’ Yachts?’

http://awealthofcommonsense.com/10-great-lines-customers-yachts/

The Myth of Black Swan Market Events

http://dealbook.nytimes.com/2015/02/13/the-myth-of-black-swan-market-events/?_r=0

The invisible network that keeps the world running

http://www.bbc.com/future/story/20150209-the-network-that-runs-the-world

Great HN thread on SAAS

https://news.ycombinator.com/item?id=9025498

Mauboussin on M market

https://doc.research-and-analytics.csfb.com/docView?language=ENG&format=PDF&source_id=em&document_id=806553770&serialid=gKFZkitZvbzsLDj6TpgBXkSel8X2CTH8igtncAyfxOw%3D

Great analysis of autocanada

https://oraclefromomaha.wordpress.com/2015/02/09/autocanada-its-time-to-back-up-the-truck-literally/

The Rule of 40% For a Healthy SaaS Company

http://feld.com/archives/2015/02/rule-40-healthy-saas-company.html

buffet FAQ

http://buffettfaq.com/

Piotroski f scoe backtest

http://www.fatpitchfinancials.com/2360/piotroski-f-score-backtest/

Graham & Doddsvill winter 2015

http://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files/Graham%20%20Doddsville_Issue%2023_Final.pdf

Seth klarman on what he learned from buffet

http://www.cnbc.com/id/102398488#.

gmo 4th quarter letter to investor

http://www.gmo.com/websitecontent/GMO_Quarterly_Letter_4Q14.pdf

Replacing middle management with APIS

http://rein.pk/replacing-middle-management-with-apis/

Valeant new strategy

http://fortune.com/2015/01/31/valeant-acquire-dendreon/

Softbank trading at a discount?

http://www.institutionalinvestor.com/Article.aspx?ArticleID=3419649&single=true

Fairholme 2014 annual report

http://static1.squarespace.com/static/53962eb7e4b053c664d74f3d/t/54cc0c88e4b01e8c22bc8148/1422658696249/Fairholme+Fund+Annual+Report+2014.pdf

Why Corporations Could Get Higher Returns Than VCs

http://rwrld.blogspot.ca/2015/01/what-do-you-have-to-lose-why.html

10,000 Hours with Reid Hoffman: What I Learned

http://casnocha.com/reid-hoffman-lessons