Here are two posts worth reading.
One is about the outperformance of “glamor” over “value” stocks these last few years. I’ve felt this. On a relative basis, the last couple years have been the hardest time ever for me to pick stocks.
The other post is about Sanborn Map. It’s a classic Buffett investment. And the post does a good job of breaking down the logical arguments that were probably running through Buffett’s head.