Nightly (Value) Investment Links #149/150
Dear Readers,
Apparently last night’s investment links did not post. So I will combine last night’s links with tonights. Enjoy!
Miguel
Daily Features (Miguel’s Recommended Readings)
Must Read Feature: The Clear Choice – Via Value Investing World
Must Read Feature: The Rational Walk Available on Kindle - Via Rational Walk
Feature: Value Focus: A ValueHuntr Newsletter – Via Valuhuntr
Feature: Tom Barrack’s Latest Report: Are We In Kansas or Oz? – Via Colony Capital
Feature: Jim Roumell Why QAD Is Mispriced – Via Value Investor Insight Blog
Feature: Ecolab: Expecting Long-Term Earnings Growth – Via Value Investor Insight Blog
Feature: OID Notes: David Winters, December 2008 - Via MOI
Feature: Value Investing Works In India – Via MOI
Feature: Jean-Marie Eveillard on Global Value Investing – Via MOI
Feature: Theory Of Affluence - Via Farnam Street
1. Omaha’s Best Investor in 2009 Isn’t Warren Buffett – Via Warren Buffett News
2. Berkshire Hathaway’s Holdings – Via Value Expectations
3. Shadow Stocks Insider Activity – Via Shadow Stocks
4. Hulbert: Fear Is Encouraging - Via Guru Investor
5. Munger on EBITDA – Via Buying Value
Direct Sources (Newspapers Etc)
Feature: Casino Mogul Steve Wynn Slams Obama Stimulus Plan - Via Guru Focus
Feature: Ackman Files 13-HR: Adds YUM! Brands - Via Todd Sullivan
Feature: Seth Klarman Files 13-HR – Via Todd Sullivan
Feature: “Davidson” Talks Leucadia – Via Todd Sullivan
1. Tom Stevenson Examines Emerging Markets – Via Controlled Greed
2.Blackjack, Banking, and the Risk of Not Taking Enough Risk – Via Paul Kedrosky
3. White Mountains Insurance Analyst Day – Via Stock Market Prognosticator
4. Trucker YRC Applies for TARP Funds, Don’t Hold Your Breath - Via Peridot Capitalist
5. 3 Figures Explain the Foolishness of Bankers – Via Prudent Investor
6. Today’s Value Investor Ideas List - Via TVI
7. SEC Will Propose 1% 3% and 5% Threshold to Nominate on Corporate Proxy - Via Official Activist Blog
8. Change in Holdings of Pabrai Funds – Via Inoculated Investor
9. Change in Holdings of Third Point - Via Inoculated Investor
Blogs:
0. Xl Capital UBS Still Bullish After Run Up - Via John Appel
1. ‘Buy & Hold’ is Not Dead (If Properly Defined) – Via Financial Philosopher
2. Municipals and Chrysler: What happens to one will affect the other – Via Accrued Interest
3. Banks sue MBIA over split – Via Can Turtles Fly
4. IEA forecasts oil demand contraction… biggest decline since 1982 - Via Can Turtles Fly
5. Five Companies Confident and Secure In Raising Their Dividends - Via Dividends Value
6.Retail Sales Decline Triggers Market Sell Off – Via Disciplined Approach To Investing
7. Would TheStreet.com (TSCM) be worth more without Jim Cramer? -Via MicroCap Speculator
8.Anchoring and a stock sale – Via Understanding & Applying Value Investing
9. The Business Still Has SOME Value – Via Barel Karsan
10. Galvanized By NGA - Via Barel Karsan
11. When the stockmarket does the analysis – Via Bronte Capital
12. QUICK TAKE: MICROSTRATEGY, INC. (MSTR) – Via Magic Diligence
13. FFH’s Pullback an Opportunity for Those who Missed March Lows - Via Yes & Not Yes
14. A BRIEF HISTORY OF THE GLOBAL MARKET PORTFOLIO - Via Capital Spectator
15. SLOW AND SLUGGISH, AND THAT’S THE OPTIMISTIC FORECAST – Via Capital Spectator
16. What if gold bugs’ fantasies came true? – Via Humble Student Of The Markets
17. The New Illiterates… Part 1 - Via Ragnar Is A Pirate
18. So What’s a Year Worth? - Via Aleph Blog
19. Einhorn Doesn’t Like Bugs - Via Guru 5
20. Why Those 1982 Valuations Might Never Come - Via Guru Investor
21. Reviewing Malcolm Gladwell’s Blink – Via Wide Moat
22. Templeton and the Numbers – Via What WOuld John Templeton Say
23. Value Investing: From Graham To Buffett and Beyond Part 3 - Via Mr. Market BLog
Forums & Message Boards (Corner Of BRK & FFH, Guru Focus)
1. Ackman and General Growth Properties
2. John Paulson Buys streetTRACKS Gold, Wyeth, Market Vectors Gold Miners ETF, Sells Wells Fargo & Company, Ultrashort Financials Proshares, BCE Inc.
3. A Prescription for Total Returns: Walgreens and CVS Caremark
4. Dodge & Cox Buys Time Warner Cable Inc., BB&T Corp., Petroleo Brasileiro S.A.Petrobras, Sells Allstate Corp., The Boeing Company, Shaw Communications Inc.
5. Leucadia National’s Cumming and Steinberg Comment On Jeffries Group, AmeriCredit, Fortescue Metals, Cresud, Sangart, and Moody’s On Annual Shareholders Meeting
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