Nightly Invesment Links # 151 (Must Read List)
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-Miguel
Daily Features (Miguel’s Recommended Readings)
Feature: 2 Latest John Bogle Speeches - Via Bogle Blog
Feature: Sunday Walter Schloss #4 – Via Mr. Market Blog
Feature:How NPR Mangled Geithner’s Plan For OTC Derivatives - Via Derivative Dribble
Feature: Hussman Says Inflation Is looming – Via Value Investing World
Feature: David Winters On OID – Via Corner Of BRK & FFH
Feature: Count on the Margin of Safety - Via Mr.MarketBlog
Feature: “Will it be death by fire – hyperinflation – or death by ice – deflation?” – Via Distressed Debt Investor
1. The Role of Deliberate Practice in the Acquisition of Expert Performance – Via Farnam Street
2. Message In What We Buy But Nobody’s Listening - Via Farnam Street
3. Propensity to Act – Via Mark Feinberg
4.The “Huge” Compensation of Chesapeake’s Aubrey McClendon - Via Yes & Not Yes
5. Fortune Best Stocks to Retire On: Part 4 – Via Old School Value
Direct Sources (Newspapers Etc)
1. Lynch Pupil Makes Major Bank Move - Via Guru Investor
2. Barron’s Calls Shares of Medtronic “Cheap” – Via Crossing Wall St
Media (Videos,Audio,Podcasts Etc)
1. Video Marc Faber’s Latest CNBC Interview, May 2009 - Via MF Blog
2. Video Jim Rogers On Lew Rockwell – Via All Things Jim Rogers
3. Video Jim Rogers On Investing with Larry Kudlow – ViaJimRogersBlog
Blogs:
Feature: How did the investment gurus position themselves during Q1 2009? - Via Inoculated Investor
Feature:Berkshire Hathaway Re-Allocates Capital - Via Buffettologist
1. Is XTNT a Bargain Once Again? – Via ValueHuntr
2.Update on Trident Microsystems (TRID): Q4 FY 2009 Outlook- Via ValueHuntr
3.Insider Trades: 05/15/2009 - Via Buying Value
4. Link Roundup - Via What Would John Templeton Say
5. Buffett’s Berkshire Letter for 1989- Via Widemoat
6. Recession Over? Top Strategist Says ‘Yes’ — Cautiously – Via Guru Investor
7. Audiovox Corporation (NASDAQ:VOXX) 10K update; Greenbackd exits – Via GreenBackd
8. Einhorn on the Economy - Via Guru 5
9.RIP: Buy and Hold - Via Bootstrap Investing
10.So What’s a Year Worth? – Via Aleph Blog
11. Do current incentive structures make sense? – Via Humble Student Of The Markets
12. Cheap Stocks, 5//15/2009 Update – Via Cheap Stocks
13. ALAN BLINDER’S HALF RIGHT – Via Capital Spectator
14. Stock Analysis: Eli Lilly and Co (LLY) – Via DivNet
15. Family Dollar FDO Held Up In Recession - Via Stock Pursuit
16.MAGIC FORMULA STOCKS BY INDUSTRY - Via Magic Diligence
17. How I Stopped Stockpreacher’s Alanco (ALAN) Bull Raid – Via Goode Value
18. A tale of two banking crises: Japan and Korea – ViaBronte Capital
19. Ignoring The Headline Number – Via Barel Karsan
20. Abercrombie Reverses Course! – Via Barel Karsan
21. Value Traps - Via Music Whiz Value Investing Journey
22. “Buy and Hold” Doesn’t Work If You Completely Ignore Valuation – Via Peridot Capitalist
23. Focus On ROE To Avoid Dividend Cuts – Via Disciplined Approach To Investing
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