some links

The great Punchcard Investing Blog has written about a company called “Collectors Universe”. The subtitle of the article is “The Poor Man’s Moody’s” witch catched my eye. (link)

CLCT is the leader in the business of authentication, grading and certification of high-value collectibles, such as rare coins, sports cards, autograph and stamps.


Maybe Stericycle is since the big stockprice drop ( about -20%) on friday worth a look (link Q4-2015 Investor Relations Presentation)

On the earnings call, Stericycle said they expect full-year earnings to range between $4.90 and $5.05 per share.

Bill Ackman emails with Warren Buffet about Valeant and Mike Pearson (link)


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