Nightly (Value) Investment Links #105

I hope these will help you become a better investor. These Links Are Dedicated To The Value Investing Community. Mr. Buffett, Munger, etc…

Click On Titles To Access Articles

Daily Feature (At Least Read These):

0. Francis Chou’s Top 25 Holdings- Via CONTROLLED GREED.com

1. Clayton Homes: An Admirable Track Record – Via The Rational Walk

2. CGM Fund Shareholder Letter - Via Guru Focus

3. The Dangers of Listening to David Swensen – Via Felix Salmon

4. Seth Klarman on Catalysts - Via Greenbackd

5. Causes Of A Great Inflation: Tunneling For Resurrection - Via Baseline Scenario

6. Contrarian Investment Rules – Part 1 – Via Old School Value

7. Warren Buffett’s Takeover Tests Passed by Sysco, VF, Danaher - Via Bloomberg & Vinvesting

8. GR-NEAM Reflections: Investing With Leviathan - Via Value Investing World

9. The Washington Post: A Conversation With Nassim Nicholas Taleb - Via Value Investing World

10. Warren Buffet’s Takeover Menu - Via Street Capitalist

11. Master Limited Partnerships (MLPs) – an island of stability for dividend investors – Via Dividend Growth Investor

Newspapers & Direct Sources:

1. Master Limited Partnerships (MLPs) – an island of stability for dividend investors - Via Vinvesting

Link Carnivals, Recommended Readings, & Link Festivals:

1. Paul Kedrosky Recommended Readings Part 1- Via PK

2. Paul Kedrosky Readings Part 2 - Via PK

3. Thursday links: easy easing – Via Abnormal Returns

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

1. Videos: 3 Lectures On “Why The Meltdown Should Have Surprised No One” - Via Peter Schiff Blog

2. Video: Warren Buffett Us Targets – Via Bloomberg @ Guru Focus

Blogs:

1. Concentration or Diversification - Via Wide Moat

2. Fisher: Fears are Greater, but Risk is Lower - Via Guru Focus

3. At Assurant Investor Day – Via Aleph Blog

4. The March FOMC Statement - Via Aleph Blog

5. How to spot THE BOTTOM – Via Humble Student of the Markets

6. Bottom Fishing In Alternative Energy - Via DivNet

7. Stock Links: Net-Net’s, Keep It Simple, Jeff Macke & SHLD – Via Stock Pursuit

8. Dorel - Via Barel Karsan

9. Monetizing the Debt: Fed Will Buy Everything That’s Not Nailed Down – Via Prudent Investor

10. If the Fed is printing money, I’m buying junior gold miners (UXG GSS NGD BAA) – Via Microcap Speculator

11. Deflation Risk Fading- Via Fat Pitch

12. Oracle Corp: New Dividend and Currency Impact – Via Disciplined Approach to Investing

13. FedRes starts buying long bonds – Via Can Turtles Fly

14. JG Boswell Update: 2008 Annual Report- Via CHEAP STOCKS: Below Net Current Asset Value, Real Estate, and other Value Strategies

15. Gold and the strong state – Via CIJ

Forums & Message Boards:

1. Fannie Is Handing Out Its Own Sizable Retention Payouts - Via Guru Focus

2. Playing Defense – Time to get Up in Arms: Buy General Dynamics, Northrop Grumman, and Raytheon – Via Guru Focus

3. WPO Insiders Sell $14 Million in shares – What’s Buffett waiting for? – via Guru Focus

4. Using the Altman Z-Score Model to Calculate the Risk of a Company Going Bankrupt - Via Guru Focus

5. Altria: A Good Investment For Recession Times - Via Guru Focus