Nightly (Value) Investment links #144 (The Must Read List)
Daily Features (Miguel’s Recommended Articles)
Feature: Special Report On Health Care & Technology – Via Value Investing World & Economist
Feature: Greenlight Q1 Letter – Via Todd Sullivan
Feature: Passport Capital’s Suggested Reading List – Via Market Folly
Feature: Eden Bioscience Corporation (NASDAQ: EDEN) – Via ValuHuntr
Feature: Mitigating Counterparty Risk in the Credit Default Swap Markets with Central Counterparties: The Whys and Wherefores – Via Shadow Bankers
Feature: Mitigating Counterparty Credit Risk in OTC Markets: The Basics – Via Shadow Bankers
1. Gresham’s law – Via Farnam Street
2. Barriers to entry and exit: competitive advantage - Via Farnam Street
3. Making Money Even if this Stock Goes Nowhere - Via Guru Focus
4. Today’s Value Investing List of Ideas – via TVI
5. US government releases bank stress test results – Via Can Turtles Fly
6. What Keeps Me Awake At Night: Economy Edition - Via Information Arbitrage
7. Should You Own Junk Bonds? - Via A Dash Of Insight
Direct Sources (Newspapers etc)
1. Feature: Investing for a Rebound – Via Time Magazine & Guru Investor
2. Feature: How Private Equity Could Rev Up the U.S. Economy – Via Business Week
3. Why American banks will not wind up looking like Japanese banks – Part 1 - Via Bronte Capital
4. Monetizing the Debt – Explanation For Non-Economists, Bankers and Other Laymen – Via Prudent Investor
Media(Videos Etc)
1. Feature: Video: Capital Strucutre Explained (video) – Via Todd Sullivan
2. Video: David Sokol in “Cap and Trade” - Via Todd Sullivan
Blogs
Feature: Berkshire Hathaway’s Portfolio Rebounds Strongly – Via Rational Walk
1. Many Technical Strategies Didn’t Escape Meltdown — And Now Lag S&P – Via Guru Investor
2. Vanda Pharmaceuticals Inc (NASDAQ:VNDA) up on FDA approval; Greenbackd exits- Via GreenBackd
3. One Dozen Notes on our Current Situation in the Markets - Via Aleph Blog
4. Stress Test Done Buffett Wrong & Kass Right? - Via Jeff Matthews
5. The Top 40 Dividend Stocks for 2009 book review - Via The DivNet
6. The SEC Encourages Pornography & Stock Manipulation – Via Goode Value Investing
7. Hammond Runs Its Course…Again - Via Barel Karsan
8. Geithner’s Worst Case Scenario is Now Here – Via Freund investing
Forums & Message Boards (Guru Focus & Corner Of BRK & FFH):
Feature: 5 Reasons Investors Fail to Beat the Market
1. I suggest Jason Zweig
2. Increasing your circle of competence
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