Nightly (Value) Investment Links #153
Daily Features (Miguel’s Recommendations)
Feature: THE EVOLUTION OF THE IDEA OF “VALUE INVESTING”: FROM BENJAMIN GRAHAM TO WARREN BUFFETT - via Farnam Street
Feature:If You Think Worst Is Over, Take Benjamin Graham’s Advice – Via WSJ
Feature: Size Matters: The Kelly Criterion and the Importance of Money Management - Via Farnam Street
Feature: Southeastern Asset Annual meeting transcript - via Corner Of BRk & FFH
FeatureBob Rodriguez latest Letter We have a new word for it, “repression.” - via GuruFocus
Feature: Robert Rodriguez on our Tax System - via Guru Focus
Feature: Sunday Schloss #NysAA’s Dedication - Via Mr Market Blog
Terrific Interview With WFC CEO John Stumpf Ceo Of WFC - Via Corner OF brk & ffh
Bill Ford Interview on Battery Technology - Via Rational Walk
What we can learn from the failure of BKUNA - Via Inoculated Investor
GameStop’s recent sell-off presents opportunity. – Via Guru Focus
The Impact of Sidelined Cash in Disequilibrium on the Stock Market- Via Lloyds Investment Blog
The Latest In Dividend Research - Via Disciplined Approach to investing
What Future Holds? - Via Vitaliy’s Contrarian Edge
RealNetworks, Inc.-Buy Recommendation – via Cheap Stocks
New Recommendation-DivX – Via Cheap Stocks
The Best of “Woodstock for Capitalists,” Part 3: The Most Logical Answer - Via Jeff Matthews
Part Science, Art and Personal Goals - Via Shadow stock
Why Jeremy Grantham Changed His Mind - Via Smart Money
Direct Sources (Newspapers, Magazines Etc)
Feature: Yale’s Swensen Recommends TIPS to Hedge “Substantial Inflation” – Via BloomBerg
0. The Asset Growth Effect in Stock Returns - Via Empirical Finance Research
1. Latest List Of Insider Trades – Via Buying value
2. Dollar Is Dirt, Treasuries Are Toast, AAA Is Gone: Mark Gilbert – Via Bloomberg
3. Li Ka-shing Tells Investors to ‘Be Careful’ on Stocks – Via Bloomberg
4. Commercial real estate falling apart – Via can Turtles Fly
5. Investors Rush Into Gold at Breakneck Speed in Q1 2009 – Via Prudent Investor
6. Cheap Stocks, 5/22/2009 Update – Via Cheap stocks
7. Today’s value Investor List – Via TVI
Media (Videos, Audio, etc)
1. The Crash of 1987, Part 2 - Via What Would John Templeton Say
2. Video. Richard Davis: Making Sense of Banking in the 21st Century – Via Noise Free investing
Blogs:
1. New Jersey’s Pension Crisis: A Canary in the Coalmine? – Via Rational walk
2. A.M. Best Reaffirms Ratings of National Indemnity Group – via Rational walk
3. Bristol-Myers – Via Buying Value
4. REIT`s Are Attractive - Marc Faber Blog
5. China Recovery Premature? - Via Fundamental Analyst
6. The Mind of Wall Street – Via Stock Market Prognosticator
7.Credit and PE Cycles – via my value Idea
8. Great Expectations – Via Arpit Ranka
9. Are you feeling excited ? - Via Understanding & Applying value
10. Analysis: Infosys technologies – Via Understanding & Applying value
11. Pacific Andes – Rationale for Divestment - Via Music Whiz
12. Magic Formula Stocks On The Move 5-23-09 - Via Contrarian Value Investing
13. BYD: Will America Buy It? - Via Contrarian Value Investing
14. Printing Money With Lexmark? - Via Barel Karsan
15. Passing The Smell Test – Via Barel Karsan
16. Japan, Korea, Detroit and banker bonuses - Via Bronte Capital
17. MAGIC FORMULA WEEKLY ROUNDUP 5/23 - Via magic Diligence
18. ValueVision (VVTV) Still the Best Stock Under $1 – Via Old School Value
19. Bull-Bear Royal Rumble: Bear To Assert Presence Soon - Via Jeflins Investment Blog
20. ANOTHER CYCLICAL CLUE - Via Capital Spectator
21. One Dozen More Notes on the Economic Scene – Via Aleph Blog
22. The Hedge Fund 100 - Via Investors Consigliere
23. MATH’s board rejects third merger offer – Via GReenBackd
24. Porsche At Risk Of Bankruptcy Over VW Option Trades - Via Deal Sleuth
25. Stocks Rising, Dollar Falling — How to Benefit from Both – Via Guru Investor
26. Tilson Turns Bearish on Banks - Via Guru investor
27. Fisher, Others See Big Value in Russia - Via Guru Investor
28. Buffett’s Berkshire Letter for 1990 - Via Widemoat
29. Seeking the Best Returns on Capital - Via Widemoat Investing
30. Sell VWO to cut future dividend withholding tax? – Via Mamak stall Investor
Forums & Message Boards (Corner Of BRK & FFH)
1. How Wall Street’s fall affects all of America
2.Third Avenue Management Q1 Portfolio: Buys ConocoPhillips, Agrium Inc., Weyerhaeuser Company, Sells Legg Mason Inc., Suncor Energy Inc., Fair Isaac Corp.
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