The Sunday posts apparently didn't go out to all of those who subscribe by email. If you missed it, I had one slightly longer post about fundamentals, which you can find HERE.
Shane Parrish reviews Guy Spier's The Education of a Value Investor, which was officially released today (LINK)
Chris Mayer: How “Focus Investing” Can Save Your Portfolio (LINK)
Aswath Damodaran revisits his Alibaba valuation (LINK)
a16z Podcast: Everything You Need to Know About Amazon (LINK)