What I’m reading ~ 2/4/2017

David Einhorn wants to create a new share class for General Motors. Plus the unavoidable slide deck.

Sears seems to be Eddie Lampert’s Waterloo

LNG bunkering’s time still has yet to come

The “Global stockpicking” blog’s first year review

An interesting reply to John Hempton’s post “When to average down”

Good overview about the current state of the mechanical watch market

Are investors too optimistic about Amazon? [The Economist]

Why facts don’t change our minds [The New Yorker]

Raoul Pal, Paying Attention [Mauldin Economics]

Damodaran on Valeant below:


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