Simoleon Sense

Nightly (Value) Investment Links #148 (The Must Read List)

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

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