Nightly (Value) Investment Links #138 (The Must Read List)
Daily Features (At Least Read These Articles):
Must Read: Ben Grahams Heirs - Via Mr. Market Blog
Feature:WSJ On Charlie Munger – Via Corner Of Berkshire & FFH
Feature: Berkshire Hathaway Shareholder Meeting Itinerary – Via Value Huntr
Feature: Today’s Value Investor List - Via TVI
Feature: Berkshire founder ready for a buffetting – Via FT
Feature: Financial crisis brings sobriety to Warren Buffett’s capitalist jamboree - Via Guardian.co.uk
Feature:Bloomberg and CNBC with Charlie Munger – Via Street Capitalist
Feature:CNBC: Interview with David Sokol - Via Street Capitalist
Live Blogs of the Berkshire Hathaway Annual Meeting - Via Street Capitalist
BRK Weekend: John Gainor CEO of Dairy Queen - Via Street Capitalist
Pargesa: Spaghetti Belgian - Via Value Investing Congress
The Danger of Leveraged ETFs - Via Vitaliy Katsenelson
A Day In The Life Of Warren Buffett – Via Barel Karsan
Breaking a Rule for Peter Buffett, and We Hope Neil Young Doesn’t Mind - Via Jeff Matthews
Buffettfest The Woodstock Of Capitalism – Via StockManMarc
Feature: Charles Davi Of Derivative Dribble On Benefits of central counterparties – Via Cluster Stock
Feature: New Paper on Shareholder Activism- Via Manual of Ideas
Feature:Must Read: Forgotten Fundamentals of the Energy Crisis – Via Farnam Street
More Chrysler Bankruptcy Information – Via Distressed Debt Investing
Feature: Is Warren Getting Too Much Attention? Warren & Becky Sittin’ In A Tree… - Via Reformed Broker
Newspapers & Direct Sources:
1. $100 Billion Warren Buffett Doesn’t Want – Via Motley Fool
2. MARK HULBERT That bullish bandwagon – Via WSJ Market Watch
3. Chevron Corporation (CVX) Dividend Stock Analysis – Via Vinvesting
4. What was it like to be a Stanford salesman? – Via Bronte Capital
Link Carnivals, Recommended Readings, & Link Festivals:
1. Five Articles for the Weekend #39 - Via Controlled Greed
2. Paul Kedrosky Readings – Via PK
3. Abnormal Returns Friday links: the management myth - Via Abnorma Returns
4. Wall Street Folly Headline Roundup – Via WSF
Blogs:
1. Monitoring the Economy - Via A Dash Of Insight
2. Finding Meaning in Tough Times – Via Financial Philosopher
3. Syncora, formerly SCA, defaults on bond insurance claims; MBIA sues Merrill Lynch – Via Can Turtles Fly
4. IBM Assumes Familiar Leadership Role – Via Dividends Value
5. Bullish Investor Sentiment Stuck In A Range – Via Disciplined Approach To Investing
6. Record Performance for the Special Situations Real Money Portfolio - Via Fat Pitch Financials
7.QUICK TAKE: KORN/FERRY INTERNATIONAL (KFY) - Via Magic Diligence
8. iGo Inc (IGOI) Q1 Business Valuation Update – Via Old School Value
9. Psychology & Wells Fargo @ $7.80/share – Via The Money Gardener
10. ANOTHER BOUNCE IN APRIL – Via Capital Spectator
11.Why Not to Listen to the “Why Not to Invest” Crowd - Via Guru Investor
12. The Bond Fallacy - Via Guru Investor
13. Kass: S&P 1,050, Then a Pullback – Via Guru Investor
14. Buffett’s Berkshire Letter from 1985 – Via WideMoat
15.Individual and Organizational Interests: Pathways to Integration - Via Farnam Street
16. Feature:Must Read: What are the central dogmas of ecology? – Via Farnam Street
17. The Tragedy of the Commons (Prisoners’ Dilemma) - Via Farnam Street
18. Series I Bond Composite Rate Falls to Zero – Via Rational walk
19. Early Hurricane Forecasts Often Unreliable - Via Rational Walk
20. New FASB Rule Aims to Clarify ‘Net Income’ - Via ValueHuntr
Forums & Message Boards:
1. Feature: Morningstar on FFH – Via Corner Of Brk & FFH
2. Eagle Rock Energy Partners: Time to buy? – Via Guru Focus
3. Dresser-Rand Group – A Backdoor Play on Oil and Gas – Via Guru Focus
4. Gas Fields Go From Bust to Boom - Via Guru Focus
5. Holdings in USG Contribute to Fairfax Financial Holdings Book Value Turnaround - Via Guru Focus
6. Bond bubble has crashed – Via Guru Focus
7. A Survey of Quarterly Resutls of Hotels: Marriott International, Starwood Hotels & Resorts Worldwide, Choice Hotels (CHH) and Wyndham Worldwide - Via Guru Focus
8. Vanda Pharmaceuticals Inc Is A Net Cash Value Play - Via Guru Focus
9. Seth Klarman on Liquidation Value – Via Guru Focus
10. Varian Medical Systems – Outstanding yet Cheap! -Via Guru Focus
11. First American (FAF) Beats by a Mile – Via Guru Focus
No related posts.
Related posts brought to you by Yet Another Related Posts Plugin.
