June 9, 2009
Dear readers,
I have some bad news. I find myself very pressed for time, so instead of running two blogs poorly I will stick with the blog that makes me the happiest, SimoleonSense.com . Until these nightly investment links can be automated this website will no longer offer any updates.
I appreciate your support. I have enjoyed posting the links for the past 6-months and wish you the best. Please continue to track our progress on SimoleonSense.com
-Miguel Barbosa
No related posts.
Related posts brought to you by Yet Another Related Posts Plugin.
May 26, 2009
Daily Features- Miguel’s Recommended Readings
Feature: What Are the Odds? – via Mispricing
Feature: The Best of “Woodstock for Capitalists,” Part 4: Best Questions Not on Our List—Avoided – via Jeff matthews
Feature:Darwin and Investing – Via Farnam Street
0. Loss Aversion- via Farnam street
1.Cheap Stocks Interview: Art Patten, President of Symmetry Capital, LLC – Via CheapStocks
2. In Portfolio Management, Small Can Be Beautiful - Via Controlled Greed
3.NSTR shareholders approve liquidation - Via Greenbackd
4. Yale’s Swensen on Asset Allocation — and Why to Avoid Mutual Funds – Via Guru investor
5. Extraordinary Popular Delusions - Via What Would John Templeton Say
Direct Sources (Newspapers etc)
1. World Bank warns of social unrest - Via BBC
2. Steinhardt: Rally Will End Amid “Scary” Economy – Via Controlled Greed
3. John Mauldin On The Paradox of deficits – via john mauldin
Media (Videos, Podcasts, etc)
1. Video: Bill Ackman on Target - Via WSF
2. Video: Marc Faber - Via Marc Faber Blog
Blogs
Feature: Negative Enterprise Value Stocks Outperform:Up 103.98% – Via Old School Value
1. As Economic Recovery Takes Hold, Get Ready for a Changing Regulatory Environment - Via Arohans Investing Life
2. Analysing ETFs – Via 8%Per Annum
3. Book Review: Animal Spirits – Via Noise Free Investing
4. Secret of Googlenomics: Data-Fueled Recipe Brews Profitability – Via Mispricing
5.Cash Rules At Office Depot – Via barel Karsan
6. QUICK TAKE: CHEROKEE, INC. (CHKE) - Via Magic Diligence
7. Small-Cap Is An Important Component in a Portfolio – Via Divnet
8. IS THE BOND MARKET TRYING TO TELL US SOMETHING? - Via Capital Spectator
9. Fixed Income Alternatives, Update I: – Via TMWTF
10. Fifteen Notes on our Current Economic Situation – Via Aleph Blog
11. Upcoming Natural Experiment in the Beer Industry - Via investors Consigliere
12.Hank Paulson – A Legacy Blunder – via kaspars market insights
Forums & Message Boards (Guru Focus, Corner Of BRK & FFH)
1. Banks turned bad loans into income
2. 52-Week High Companies: Randgold Resources Ltd., Advance Auto Parts Inc., Netease.com Inc., Shanda Interactive Entertainment Ltd., and NuStar Energy L.P.
3. Global Payments Inc. – Moving Money to Make Money
4. Japan FY09 Passenger Car Output To Revert
5. Guru Stocks at 52-Week Low: FirstEnergy Corp, American Electric Power Company Inc, Aon Corp, H&R Block Inc, and Wisconsin Energy Corp.
No related posts.
Related posts brought to you by Yet Another Related Posts Plugin.
May 25, 2009
Daily Features (Miguel’s Recommendations)
Feature: THE EVOLUTION OF THE IDEA OF “VALUE INVESTING”: FROM BENJAMIN GRAHAM TO WARREN BUFFETT - via Farnam Street
Feature:If You Think Worst Is Over, Take Benjamin Graham’s Advice – Via WSJ
Feature: Size Matters: The Kelly Criterion and the Importance of Money Management - Via Farnam Street
Feature: Southeastern Asset Annual meeting transcript - via Corner Of BRk & FFH
FeatureBob Rodriguez latest Letter We have a new word for it, “repression.” - via GuruFocus
Feature: Robert Rodriguez on our Tax System - via Guru Focus
Feature: Sunday Schloss #NysAA’s Dedication - Via Mr Market Blog
Terrific Interview With WFC CEO John Stumpf Ceo Of WFC - Via Corner OF brk & ffh
Bill Ford Interview on Battery Technology - Via Rational Walk
What we can learn from the failure of BKUNA - Via Inoculated Investor
GameStop’s recent sell-off presents opportunity. – Via Guru Focus
The Impact of Sidelined Cash in Disequilibrium on the Stock Market- Via Lloyds Investment Blog
The Latest In Dividend Research - Via Disciplined Approach to investing
What Future Holds? - Via Vitaliy’s Contrarian Edge
RealNetworks, Inc.-Buy Recommendation – via Cheap Stocks
New Recommendation-DivX – Via Cheap Stocks
The Best of “Woodstock for Capitalists,” Part 3: The Most Logical Answer - Via Jeff Matthews
Part Science, Art and Personal Goals - Via Shadow stock
Why Jeremy Grantham Changed His Mind - Via Smart Money
Direct Sources (Newspapers, Magazines Etc)
Feature: Yale’s Swensen Recommends TIPS to Hedge “Substantial Inflation” – Via BloomBerg
0. The Asset Growth Effect in Stock Returns - Via Empirical Finance Research
1. Latest List Of Insider Trades – Via Buying value
2. Dollar Is Dirt, Treasuries Are Toast, AAA Is Gone: Mark Gilbert – Via Bloomberg
3. Li Ka-shing Tells Investors to ‘Be Careful’ on Stocks – Via Bloomberg
4. Commercial real estate falling apart – Via can Turtles Fly
5. Investors Rush Into Gold at Breakneck Speed in Q1 2009 – Via Prudent Investor
6. Cheap Stocks, 5/22/2009 Update – Via Cheap stocks
7. Today’s value Investor List – Via TVI
Media (Videos, Audio, etc)
1. The Crash of 1987, Part 2 - Via What Would John Templeton Say
2. Video. Richard Davis: Making Sense of Banking in the 21st Century – Via Noise Free investing
Blogs:
1. New Jersey’s Pension Crisis: A Canary in the Coalmine? – Via Rational walk
2. A.M. Best Reaffirms Ratings of National Indemnity Group – via Rational walk
3. Bristol-Myers – Via Buying Value
4. REIT`s Are Attractive - Marc Faber Blog
5. China Recovery Premature? - Via Fundamental Analyst
6. The Mind of Wall Street – Via Stock Market Prognosticator
7.Credit and PE Cycles – via my value Idea
8. Great Expectations – Via Arpit Ranka
9. Are you feeling excited ? - Via Understanding & Applying value
10. Analysis: Infosys technologies – Via Understanding & Applying value
11. Pacific Andes – Rationale for Divestment - Via Music Whiz
12. Magic Formula Stocks On The Move 5-23-09 - Via Contrarian Value Investing
13. BYD: Will America Buy It? - Via Contrarian Value Investing
14. Printing Money With Lexmark? - Via Barel Karsan
15. Passing The Smell Test – Via Barel Karsan
16. Japan, Korea, Detroit and banker bonuses - Via Bronte Capital
17. MAGIC FORMULA WEEKLY ROUNDUP 5/23 - Via magic Diligence
18. ValueVision (VVTV) Still the Best Stock Under $1 – Via Old School Value
19. Bull-Bear Royal Rumble: Bear To Assert Presence Soon - Via Jeflins Investment Blog
20. ANOTHER CYCLICAL CLUE - Via Capital Spectator
21. One Dozen More Notes on the Economic Scene – Via Aleph Blog
22. The Hedge Fund 100 - Via Investors Consigliere
23. MATH’s board rejects third merger offer – Via GReenBackd
24. Porsche At Risk Of Bankruptcy Over VW Option Trades - Via Deal Sleuth
25. Stocks Rising, Dollar Falling — How to Benefit from Both – Via Guru Investor
26. Tilson Turns Bearish on Banks - Via Guru investor
27. Fisher, Others See Big Value in Russia - Via Guru Investor
28. Buffett’s Berkshire Letter for 1990 - Via Widemoat
29. Seeking the Best Returns on Capital - Via Widemoat Investing
30. Sell VWO to cut future dividend withholding tax? – Via Mamak stall Investor
Forums & Message Boards (Corner Of BRK & FFH)
1. How Wall Street’s fall affects all of America
2.Third Avenue Management Q1 Portfolio: Buys ConocoPhillips, Agrium Inc., Weyerhaeuser Company, Sells Legg Mason Inc., Suncor Energy Inc., Fair Isaac Corp.
No related posts.
Related posts brought to you by Yet Another Related Posts Plugin.
May 21, 2009
Hi Guys,
The Nightly Links will be postponed tonight. I have move around the state and will not have time to input each link. I will try to resume the links tomorrow, Friday May 22nd.
Best,
Miguel
No related posts.
Related posts brought to you by Yet Another Related Posts Plugin.
May 20, 2009
Daily Features (Miguel’s Recommendations)
Feature: Popular Persuasion – Via Street Capitalist
Feature: David Sokol Says Lets Have Cap & No Trade – Via Rational Angle & Farnam Street
Feature: Who Owns the Federal Reserve? - Via Prudent Investor
1. Equity Research on Hurco Companies (HURC) - Via Inoculated Investor
2. Is This Crisis Really a “White Swan”? – Via Guru Investor
3. Notes From Day 2: Value Investing Congress West
4. China Growth – No Miracle - Via Vitaliy Katsenelson
5. Dorel’s Advantage - Via DivNet
6. CSWC: Another Possible Entry for a Long-Term Holding - Via Yes & Not Yes
7. Will China stay the capitalist course? - Via Vitaliy Katsenelso
8. Staley Cates of Southeastern Asset Management on Chesapeake CEO Compensation - Via MOI
Media (Videos, Audio, etc)
1. American Casino – Via Fundamental Analyst
2. Jim Rogers Latest on CNBC
Blogs:
1. RiskMetrics Supports Ackman and Donald For Target Board - Via Value Huntr
2. Value Vet Weitz Regains His Mojo - Via ValueHuntr
3. Selecting a Buffett Biography: Lowenstein vs. Schroeder - Via Rational Walk
4. Trilogy’s offer for ABTL expires full of sound and fury – Via GreenBackd
5. Notes on the Notes from the Leucadia Meeting – Via Guru 5
6. Of Swine And Men – Via Barel Karsan
7. Higher inflation likely, but not hyper-inflation – Via HWOFM
8. Value Investor Tip ListTuesday, May 19, 2009 – Via TVI
Forums (Corner Of BRK & FFH)
1. Chuck Akre Q1 Portfolio: Buys T. Rowe Price Group Inc., Sells Entertainment Properties Trust, Isle of Capri Casinos Inc., Wells Fargo & Company
2. 100 Mile Diet Idea #1: QLT Inc — a Cigar Butt with Legs?
3. Wilbur Ross’ $1 Billion Bet
4. David Einhorn et al are telling clients the stock market rally won’t last
5. Why Prem Watsa Likes to Attend Annual Berkshire Meeting
6. Markel Corp.’s Gayner Buys SL Green Realty Corp., Schlumberger Ltd., Leucadia National Corp., Sells Friedman Billings Ramsey Group Inc.
7. What Would It Mean If California Went Bankrupt?
No related posts.
Related posts brought to you by Yet Another Related Posts Plugin.
May 15, 2009
Dear Readers,
Apparently last night’s investment links did not post. So I will combine last night’s links with tonights. Enjoy!
Miguel
Daily Features (Miguel’s Recommended Readings)
Must Read Feature: The Clear Choice – Via Value Investing World
Must Read Feature: The Rational Walk Available on Kindle - Via Rational Walk
Feature: Value Focus: A ValueHuntr Newsletter – Via Valuhuntr
Feature: Tom Barrack’s Latest Report: Are We In Kansas or Oz? – Via Colony Capital
Feature: Jim Roumell Why QAD Is Mispriced – Via Value Investor Insight Blog
Feature: Ecolab: Expecting Long-Term Earnings Growth – Via Value Investor Insight Blog
Feature: OID Notes: David Winters, December 2008 - Via MOI
Feature: Value Investing Works In India – Via MOI
Feature: Jean-Marie Eveillard on Global Value Investing – Via MOI
Feature: Theory Of Affluence - Via Farnam Street
1. Omaha’s Best Investor in 2009 Isn’t Warren Buffett – Via Warren Buffett News
2. Berkshire Hathaway’s Holdings – Via Value Expectations
3. Shadow Stocks Insider Activity – Via Shadow Stocks
4. Hulbert: Fear Is Encouraging - Via Guru Investor
5. Munger on EBITDA – Via Buying Value
Direct Sources (Newspapers Etc)
Feature: Casino Mogul Steve Wynn Slams Obama Stimulus Plan - Via Guru Focus
Feature: Ackman Files 13-HR: Adds YUM! Brands - Via Todd Sullivan
Feature: Seth Klarman Files 13-HR – Via Todd Sullivan
Feature: “Davidson” Talks Leucadia – Via Todd Sullivan
1. Tom Stevenson Examines Emerging Markets – Via Controlled Greed
2.Blackjack, Banking, and the Risk of Not Taking Enough Risk – Via Paul Kedrosky
3. White Mountains Insurance Analyst Day – Via Stock Market Prognosticator
4. Trucker YRC Applies for TARP Funds, Don’t Hold Your Breath - Via Peridot Capitalist
5. 3 Figures Explain the Foolishness of Bankers – Via Prudent Investor
6. Today’s Value Investor Ideas List - Via TVI
7. SEC Will Propose 1% 3% and 5% Threshold to Nominate on Corporate Proxy - Via Official Activist Blog
8. Change in Holdings of Pabrai Funds – Via Inoculated Investor
9. Change in Holdings of Third Point - Via Inoculated Investor
Blogs:
0. Xl Capital UBS Still Bullish After Run Up - Via John Appel
1. ‘Buy & Hold’ is Not Dead (If Properly Defined) – Via Financial Philosopher
2. Municipals and Chrysler: What happens to one will affect the other – Via Accrued Interest
3. Banks sue MBIA over split – Via Can Turtles Fly
4. IEA forecasts oil demand contraction… biggest decline since 1982 - Via Can Turtles Fly
5. Five Companies Confident and Secure In Raising Their Dividends - Via Dividends Value
6.Retail Sales Decline Triggers Market Sell Off – Via Disciplined Approach To Investing
7. Would TheStreet.com (TSCM) be worth more without Jim Cramer? -Via MicroCap Speculator
8.Anchoring and a stock sale – Via Understanding & Applying Value Investing
9. The Business Still Has SOME Value – Via Barel Karsan
10. Galvanized By NGA - Via Barel Karsan
11. When the stockmarket does the analysis – Via Bronte Capital
12. QUICK TAKE: MICROSTRATEGY, INC. (MSTR) – Via Magic Diligence
13. FFH’s Pullback an Opportunity for Those who Missed March Lows - Via Yes & Not Yes
14. A BRIEF HISTORY OF THE GLOBAL MARKET PORTFOLIO - Via Capital Spectator
15. SLOW AND SLUGGISH, AND THAT’S THE OPTIMISTIC FORECAST – Via Capital Spectator
16. What if gold bugs’ fantasies came true? – Via Humble Student Of The Markets
17. The New Illiterates… Part 1 - Via Ragnar Is A Pirate
18. So What’s a Year Worth? - Via Aleph Blog
19. Einhorn Doesn’t Like Bugs - Via Guru 5
20. Why Those 1982 Valuations Might Never Come - Via Guru Investor
21. Reviewing Malcolm Gladwell’s Blink – Via Wide Moat
22. Templeton and the Numbers – Via What WOuld John Templeton Say
23. Value Investing: From Graham To Buffett and Beyond Part 3 - Via Mr. Market BLog
Forums & Message Boards (Corner Of BRK & FFH, Guru Focus)
1. Ackman and General Growth Properties
2. John Paulson Buys streetTRACKS Gold, Wyeth, Market Vectors Gold Miners ETF, Sells Wells Fargo & Company, Ultrashort Financials Proshares, BCE Inc.
3. A Prescription for Total Returns: Walgreens and CVS Caremark
4. Dodge & Cox Buys Time Warner Cable Inc., BB&T Corp., Petroleo Brasileiro S.A.Petrobras, Sells Allstate Corp., The Boeing Company, Shaw Communications Inc.
5. Leucadia National’s Cumming and Steinberg Comment On Jeffries Group, AmeriCredit, Fortescue Metals, Cresud, Sangart, and Moody’s On Annual Shareholders Meeting
No related posts.
Related posts brought to you by Yet Another Related Posts Plugin.
May 13, 2009
Daily Features (Miguel’s Recommended Readings)
Feature: Fortune Best Stocks to Retire On: Part 3 – Via Old School Value
Feature: Meredith Whitney – don’t own banks – Via Enterprising Investor Forum
0. The Best of “Woodstock for Capitalists”…Highlights from the 2009 Berkshire Hathaway Annual Meeting – Via Jeff Matthews
1. How science and art influence one another – Via Farnam Street
2. O’Shaughnessy: Major Opportunities in Dividend Stocks – Via Guru Investor
3. Reuters Article on Hedge Funds and Family Offices – Via Investors Consigliere
4. Target’s Questions for Pershing Square – Via Official Activist Blog
5. Understanding “Venture Buyouts” - Via Private Equity Blogger
Direct Sources (Newspapers Etc)
1. Today’s Value Investor List of Ideas – Via TVI
Media (Videos, Audio Podcasts etc)
1. Video: Interview with former Bear Stearns CEO Ace Greenberg – Via WSF
2. Video: Wilbur Ross Interview
Blogs:
1. Bill Miller Favors U.S. Financial Stocks for the Next Two Years - Via ValueHuntr
2. Buy Agriculture Commodities – Via Marc Faber
3. Warren Wednesday – Via Mr. Market Blog
4. A Little Market Chatter – Via Kaspars Market Insights
5. A Little More Market Chatter – Via Kaspars Market Insights
6. Assessing eBay’s First Quarter – Via Widemoat
7. Buffett’s Berkshire Letter for 1988 – Via WideMoat
8. Shilling: Still Bearish – Via Guru Investor
9. Axcelis Technologies Inc (NASDAQ:ACLS) Q1 10Q update - Via GreenBackd
9.Seth Klarman – Outstanding Investor Digest – Via Lattice Work Investor
10. Brokers Like Heebner – Via Guru 5
11. What to ask AIG – Via Aleph Blog
12. BETWIXT AND BETWEEN – Via Capital Spectator
13. Losing Deferred Revenue – Via Barel Karsan
14. Newell Rubbermaid: Compelling Value – Via Barel Karsan
15. LCA Vision – A profitable Value Investing Idea - Via Vinvesting
16.Handling Mr. Market’s Mood Swings - Via Value Investment Music Whiz Journey
17. Northgate Minerals (NXG): another junior miner on the move – Via Micro Cap Speculator
18. At A Turning Point? – Via Disciplined Approach To Investing
19. Mathstar receives unsolicited bid – Via Can Turtles Fly
Forums & Message Boards (Corner Of BRK & FFH, Guru Focus)
1. Chris Davis Q1 Portfolio: Buys Pfizer Inc, Becton Dickinson, Activision Inc., Merck & Co. Inc., Sells AFLAC Inc., Altria Group Inc.
2. Regional and Local Banks Continue to Show Economic Stress
3. John Hussman Initiated Positions in Broadcom and Humana; Top Five Remains: Amazon.com, Best Buy, Panera Bread, Johnson & Johnson, and AstraZene
No related posts.
Related posts brought to you by Yet Another Related Posts Plugin.
