Nightly (Value) Investment Links #155
Miguel’s Recommended Links
Feature: Ultimate BYD Post – Via Mispricing blog
Feature: Boards with dissident directors handily outperform peers - Via Greenbackd
Feature: Distressed Debt Portfolio Management - Via Distressed Debt Investing
Feature: The Yield Effect – Via Mr. Market Blog
0. The Yuan Takes Another Step – Via Shadow Bankers
1. Warren Buffet’s Big Battery Play – Via Mispricing Blog
2. April Activist Investments – 58 Companies Targeted – Via Official Activist Blog
Direct Sources (Newspapers, magazines, etc)
1. Martin Whitman Is Buying Distressed Debt, Forest City – Via Bloomberg
2.Video: Marty Whitman on the Balanced Approach – Via Guru 5
Blogs:
Feature: Dashboard Tool for Fundamental Analysis - Via Buying Value
Feature: Tracking portfolio performance - via George Varghese
1. HealthSpring Warms Up – Via Barel Karsan
3. Return of Industry Ranks – Via Aleph Blog
4. What chu think about TicketMaster? – Via safe & cheap
5. Leucadia Investment in Trouble? – Via Guru 5
6. The Banks Just Don’t Get It – Via Inoculated investor
7. Can Traditional Print Newspapers Survive “Creative Destruction”? – Via Rational Walk
8. MidAmerican Energy and BYD Partner on Battery Storage Initiative – Via rational walk
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