Nightly (Value) Investment Links #140 (Berkshire Edition)
Berkshire Hathaway Shareholder Weekend Links :
1. Berkshire Hathaway 2009 Meeting Notes – Via ValueHuntr
2. Parsing Buffett’s Q1 2009 Earnings Preview - Via Rational Walk
3. Berkshire Hathaway Annual Meeting Links – Via Rational Walk
4. Highlights from Berkshire Annual Meeting - Morning Session – Via Rational Walk
5. OFFICIAL Berkshire Hathaway Annual Meeting discussion – Via Guru Focus
6. Video: Bloomberg on Berkshire Hathaway Annual Meeting: Succession, Derivatives and Geico - Via Guru Focus
7. Video: Buffett Blasts Banks - Via Guru Focus
8. Buffett Talks Recovery, Bonds, and Banks – Via Guru Investor
9. Video: Interview with Warren Buffett and Charles Munger – Berkshire Hathaway Annual Meeting - Via Sovestor
10. Video: Buffett/Munger Weekend in Video – Via Todd Sullivan
11. Video: Buffett: outlook from Omaha - via Enterprising Investor Forum
12. Transcript: Live from the Berkshire Shareholders meeting 2009 – Via Dah Hui Lau
Daily Feature 
At Least Read These)
Feature: Bill Gross’ Latest Monthly Piece - Via Pimco
Feature: Buffett’s Letter On Walter Schloss - Via Mr. Market Blog
Feature: Lessons of the Global Financial Crisis: 1. The End of Ponzi Prosperity By: Satyajit Das - Via Eurointelligence
1. Hussman Weekly: Comfortable with Uncertainty – Via Guru Focus
2. Marty Whitman’s adjustments to Graham’s net net formula – Via GreenBackd
3. Stock Screen: Dividend Payors with Decent Balance Sheets – Via Manual Of Ideas
4. Crain’s NY on Wilbur Ross – Via Todd Sullivan
5. Taiwanese tycoon challenges Warren Buffett”s investment - Via Warren Buffett News
6. On a Crash Course With the Rule of Law – Via Information Arbitrage
Direct Sources Newspapers etc)
Feature: Gabelli and Munger on the Economy, Markets – Via Guru Investor
Feature: Gold prices may go to a bottom: Jim Rogers – Via All Things Jim Rogers
1. Euro-Region to Shrink 4% – Via Guru Focus
2. Daniel Och Interview, in the Financial Times - Via Investors Consigliere
3. Case for gold – just not now – Via FT
Media: (Videos, Podcasts, etc)
1. Richard Thaler In London – Via BBC
Link Festivals & Carnivals (Daily Recommended links):
Feature: Inflation watch linkfest - Via Humble Student Of The Markets
1. Wall Street Folly Headline Roundup – Via WSF
2. Monday links: micro-positions – Via Abnormal Returns
3. Monday’s Links - Via Todd Sullivan
4. Paul Kedrosky’s Daily Readings – Via PK
5. Economist View links for 2009-05-04 – Via EV
6. Marginal Revolution Links - Via MR
7. Naked Capitalism Links 5/4/09 – Via NC
Blogs:
Feature: The Sorry State Of The Dismal Science – Via Derivative Dribble
Feature: Magic Formula Stocks On The Move 5-03-09 – Via Magic Formula Stocks
Feature: Analysis – gujarat gas limited - Via Understanding & Applying Value Investing
1. Buffett and Understandable Businesses – Via Buying Value
2. FHB Grants Can’t Stop Home Price Slide – Via Fundamental Analyst
3. Industry: Industrial Metals & Mineral direct insider purchases for the week ending 04/29/09 - Via Shadow Stock
4. U.S. Government Foreclosure Mitigation Policies: Too Little, Too Late? (Part 2)- Via Shadow Bankers
5. Taking a Look at Shimano - Via Yes & Not Yes
6. Stock Analysis: Brady Corp (BRC) – Via DIVNet
7. Is “Buy and Hold” Dead? – Via Old School Value
8. The Trader’s Guide to the Uptick Rule - Via Goode Value
9. Margin Of Safety: Chapter 7 - Via Barel Karsan
10. Abercrombie Doesn’t Change – Via Barel Karsan
11. Gulf South Bank Conference - Via Stock Market Prognosticator
12. Strategic buyout Mistakes - Via My Value Idea
13. Market Valuation Charts: 5/4/09 - Via Future Blind
14. Dividend Increases Becoming More Scarce - Via Disciplined Approach to Investing
15. Liking Low-Debt Microsoft - Via Controlled Greed
16. Two major Black Swans looming ahead for the global economy – Via CIJ
17. Opinion: Auto industry set for a huge shake-up – Via Can Turtles Fly
18. Bank Failures: Not a Significant Indicator - Via A Dash Of Insihgt
Forums & Message Boards:
Feature: A Combination Play with Costco Wholesale for Value Shoppers - Via Guru Focus
Feature: Jonesing For a Crazy Few Years… – Via Ragnar Is A Pirate
1. Stay safe – ENDP/FDP/ BMY/BLUD/ SBX/DYAX/HALL/ZIGO/VRX - Via Guru Focus
2. Greatest Investor ever is Thorpe (not Buffet or anyone else) - Via Guru Focus
3. Edward Owens Buys Zimmer Holdings Inc., Pfizer Inc., Aetna Inc., Sells Becton Dickinson and Company, Human Genome Sciences Inc. – Via Guru Focus
4. Weekly Guru Bargains Highlights: Ameren Corp, Apollo Group Inc, Pepco Holdings Inc and SLM Corp - Via Guru Focus
5. Weekly CFO Buys Highlight: Parkway Properties, IntriCon, SI Financial Grou, Ennis and Fair Isaac – Via Guru Focus
6. Banks Stopped Investing and Started Speculating - Via Guru Focus
7. The Street.com Inc. Becomes A Ben Graham NCAV Bargain But Jim Cramer Is Still Selling
Decrease Font Size Increase Font Size Print Print Buzz up! - Via Guru Focus
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