Nightly (Value) Investment Links #104

I hope these will help you become a better investor.

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Daily Feature (At Least Read These):

1. The Future of Hedge Funds - Via Manual Of Ideas

2. Debt Deflations and Great Depressions - Via Thinking About Investing

Newspapers & Direct Sources:

1. The Prime of Mr. Nouriel Roubini – Via Portfolio.com

2. Fund industry must prepare for period of radical change – Via FT

Link Carnivals, Recommended Readings, & Link Festivals:

1. Wednesday’s Links - Via Todd Sullivan

2. Readings – Via Paul Kedrosky

3. Wednesday links: bonus blowback- Via AR

Media (Videos, Audio, Radio Shows of Interest):

1. Hugh Hendry vs Liam Halligan – Via Enterprising Investor Forum

Blogs:

1. Guy Spier On: n memo to the execs at AIGFP who are set to receive retention bonuses- Via Aquamarine Fund Diary

2. Guy Spier: Immigrants can help fix the housing bubble -Via Aquamarine Fund & WSJ

3. REFLATION, PART II - Via The Capital Spectator

4. Stocks Sub Cash and Tangible & Net-Net Update – Via Stock Pursuit

5. Quality Systems Inc (QSII) is a Quality Company - Via Old School

6. The Greatest Series of Investing Blog Posts in the History of the World: Part 1, An Introduction to Evidence-Based Investing - Via Goode Value Investing Blog

7. Industry Profitability – Via Barel Karsan

8. Dividend Aristocrats keep raising their dividends – Via Vinvesting

9. Why unit linked plans are a bad idea ? – Via Understanding and applying value investing principles

10. Sears Holdings Buys More Sears Canada Shares - Via Todd Sullivan

11. Why Are AutoNation Shares Surging? – Via Todd Sullivan

12. Cash Flow Accounting Isn’t So Terrible, Really - Via The Peridot Capitalist

13. What to learn from Ivy League endowments’ investment success – Via The Investment Scientist

14. The Internet Economics - Part 1 – Via my Value Idea

15. Sears Canada: Potential buyout Candidate – Via my Value Idea

16. Bob Murphy Defends the Gold Standard - Via Controlled Greed

17. Breakingviews.com: Cash-Rich Tech Firms Could Be Bargains - Via CONTROLLED GREED.com

18. Huge short covering rally in Citigroup – Via Can Turtles Fly? A Contrarian Investing Blog

19. John Paulson bets on a gold company – Via Can Turtles Fly? A Contrarian Investing Blog

20. GE and its Eastern European problem – Via Can Turtles Fly? A Contrarian Investing Blog

21. Goodwill write-offs likely to increase – Via Can Turtles Fly? A Contrarian Investing Blog

22. In Dividend Investing, Cash Is King - Via Dividends Value

23. Are Financial Plans Illusions? – Via Financial Philosopher

24. There Are Experts Out There, But No One’s Speaking To Them - Via Paul Wilmott’s Blog

25. Tom Barrack -Today’s Thoughts Via Colony Capital

26. A WakeUp Call from Foreign Workers in a Flat World - Via Darwin’s Finance

27. Seth Klarman on Liquidation Value – Via GReenBackd

28. NENG reinstitutes stock buyback - Via GreenBackd

29. Greenlight’s New Positions - Via Guru 5

30. Tobin’s Q Ratio: “Modestly” Bullish Sign - Via Guru Investor

31. Investing Toolkit 3: Sustainable Competitive Advantage and ROIC – Via Thinking About Investing

32. The Dog That Did Not Bark - Via Thinking About Investing

33. Ten or Twenty for Pabrai’s Portfolio? - Via Wide Moat Investing

34. Climate Change Impacts Insurers – Via The Rational Walk

Forums & Message Boards:

1. TransCanada Corporation (NYSE:TRP): Stock of the Day - Via Guru Focus

2. New Guru Added: John Paulson; Buys UST Inc., Northern Trust Corp., National City Corp., and Wells Fargo – Via Guru Focus

3. Value Investing podcasts? – Via Guru Focus

4. Weekly CFO Buys Highlight: Amarillo Biosciences Inc., Rotech Healthcare Inc., MBIA Inc., Telerate Inc., Graphic Packaging Company. - Via Guru Focus