Nightly (Value) Investment Links #154
Daily Features- Miguel’s Recommended Readings
Feature: What Are the Odds? – via Mispricing
Feature: The Best of “Woodstock for Capitalists,” Part 4: Best Questions Not on Our List—Avoided – via Jeff matthews
Feature:Darwin and Investing – Via Farnam Street
0. Loss Aversion- via Farnam street
1.Cheap Stocks Interview: Art Patten, President of Symmetry Capital, LLC – Via CheapStocks
2. In Portfolio Management, Small Can Be Beautiful - Via Controlled Greed
3.NSTR shareholders approve liquidation - Via Greenbackd
4. Yale’s Swensen on Asset Allocation — and Why to Avoid Mutual Funds – Via Guru investor
5. Extraordinary Popular Delusions - Via What Would John Templeton Say
Direct Sources (Newspapers etc)
1. World Bank warns of social unrest - Via BBC
2. Steinhardt: Rally Will End Amid “Scary” Economy – Via Controlled Greed
3. John Mauldin On The Paradox of deficits – via john mauldin
Media (Videos, Podcasts, etc)
1. Video: Bill Ackman on Target - Via WSF
2. Video: Marc Faber - Via Marc Faber Blog
Blogs
Feature: Negative Enterprise Value Stocks Outperform:Up 103.98% – Via Old School Value
1. As Economic Recovery Takes Hold, Get Ready for a Changing Regulatory Environment - Via Arohans Investing Life
2. Analysing ETFs – Via 8%Per Annum
3. Book Review: Animal Spirits – Via Noise Free Investing
4. Secret of Googlenomics: Data-Fueled Recipe Brews Profitability – Via Mispricing
5.Cash Rules At Office Depot – Via barel Karsan
6. QUICK TAKE: CHEROKEE, INC. (CHKE) - Via Magic Diligence
7. Small-Cap Is An Important Component in a Portfolio – Via Divnet
8. IS THE BOND MARKET TRYING TO TELL US SOMETHING? - Via Capital Spectator
9. Fixed Income Alternatives, Update I: – Via TMWTF
10. Fifteen Notes on our Current Economic Situation – Via Aleph Blog
11. Upcoming Natural Experiment in the Beer Industry - Via investors Consigliere
12.Hank Paulson – A Legacy Blunder – via kaspars market insights
Forums & Message Boards (Guru Focus, Corner Of BRK & FFH)
1. Banks turned bad loans into income
3. Global Payments Inc. – Moving Money to Make Money
4. Japan FY09 Passenger Car Output To Revert
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