Welcome

Weekend Reading: 14th & 15th June

By: Germán Poo-Caamaño

… for half-time in the football or rain delays in the tennis.

The Independents

What to do in this market II: Gotham Funds
Brooklyn Investor looks at Joel Greenblatt’s new offerings.

Warren Buffett’s $12 Billion Disney Mistake
Nobody’s perfect.

Selling the Crown Jewels
DIY Income Investor takes action on shrinking dividend yield

The Professionals

 Turn, Turn, Turn
Doug Kass urges caution

Ross’s $678 Million Gain Leaves Irish Bank Chasing Growth
Wilbur Ross cashes out of Bank of Ireland

Alastair Mundy: investors overlooking Tesco’s strengths
The contrarian buys Tesco but Woodford remains on the side lines

The Pundits

 Sterling nears 5-year high – time to sell?
Or time to buy foreign investments?

I’m just realizing how stupid we are
Morgan Housel takes stock

Red Herring

Selfish, Whining Monkeys by Rod Liddle review
Will Self delves into Rod Liddle’s mind: a nerve-wracking prospect.

 

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