Nightly (Value) Investment Links #107 (“The Must Read List)
Enjoy!
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Daily Feature (Read These At Least):
0. New Book: A Gift to My Children: A Father’s Lessons for Life and Investing – Via Jim Rogers Blog
1. An Investment in Airports – Cleared for Takeoff? - Via Guru Focus
2. FREE sample issue of 10×45 Bargain Hunter – Via Manual Of Ideas
3. Investment Letter Roundup: Owl Creek - Via Manual Of Ideas
4. Investment Letter Roundup: Ray Dalio - Via Manual Of Ideas
5. A Collection of George Soros Interviews - Via Change Alley
6. Today’s Value Investor List Of Bargains – Via TVI
7. Jim Rogers Latest Interview In Asia One Great Insights On His Personal Finances – Via Jim Rogers Blog
8. Who Benefits From Inflation? – Via Amatuer Asset Allocator
Newspapers (Direct Sources):
0. Barron’s Sifts for Bargains Among the Rubble- Via Controlled Greed
1. Paul Krugman on the Geithner Plan – Via Change Alley
2. Dividends are Powering Up the Tech Sector - Via Vinvesting
3.Geithner: My Plan For Bad Bank Assets – Via Rational Angle
4. What is the role of real assets in preserving your wealth? – Via CIJ
5. The PPIP: It’s NOT the Liquidity, Stupid. It’s the Marks. - Via Information Arbitrage
Link Carnivals, Recommended Readings, & Link Festivals:
1. WSF Roundup - Via WSF
2. Abnormal Returns Monday links: a CLO to buy a CLO – Via AR
3. Festival of Stocks #133 – Via Old School Value
4. Monday’s Links – Via Todd Sullivan
5. 5 For the Weekend - Via Controlled Greed
6. Articles for week ending March 21, 2009 – Via Can Turtles Fly
Blogs:
1. Classic Cars: Investment or Consumption? - Via Rational Walk
2. GEICO Enters Massachusetts Market – Via Rational Walk
3. Geithner’s Far-From-Magical Publicity Tour - Via Felix Salmon
4. Did CDS Cause Global Warming? – Confronting the Crisis Backlash – Via Credit Trader
5. Is the deficit too big – via Andrew Tobias
6. All Things Jim Rogers On India – Via Jim Rogers
7. Loving the Loser - Via Widemoat
8. Empirical Search Strategies supports Biotechnology Value Fund - Via GreenBackd
9. BVF increases tender offer for AVGN to $1.20 per share – Via Greenbackd
10. Rules of Thumb: Credibility – Via Systemically Important
11. Distressed Investing with 3 of the Guru 5 - ViaGuru 5
12. Don’t Be a Bottom-Hunter – Via Guru Investor
13. SRZ Issues Winter 2009 Activist Investing Developments - Via The Official Activist Investing Blog (TM)
14.AIG — There are Many Criminals Here – Via Aleph Blog
15. Plenty Of Stocks To Fit Warren Buffett’s Criteria!!! – Via StockManMarc
16. Material positive insider activity during March 2009- Via ShadowStock: Deep Value Micro Cap Stocks
17. Why gold bulls shouldn’t buy gold stocks – Via Humble Student of The Markets
18. Cheap Stocks List – Via Cheap Stocks
19. Take It Slow - Via Capital Spectator
20.HyperInflation Coming But Financial Crisis Not Over Yet – Via Jeflins
21. Update: Buying November ‘09 Fed Funds Futures – Via Investing Joy
22. Montpelier Re Debt – Via Yes & Not Yes
23. Stock Analysis: General Dynamics Corp. (GD) – Via DivNet
24. Housing Stock Trades – Via Stock Pursuit
25. ARE GREENBLATT’S PUBLISHED GAINS ACHIEVABLE? - Via Magic Diligence
26. Strategy : Short-term channel trading within a value-oriented framework - Via BlogVesting
27. GEOY : Rebuilt position – Via Blogvesting
28. Free Book For Readers – Via Barel Karsan
29. Magic Formula Stocks On The Move 3-22-09 – Via Contrarian Value Investing
30.Can Minority Shareholders influence Management ? – Via -Value Investment – Musicwhiz’s Journey
31. Gold Keeps Running as Markets Look Extended – Via College Analysts
32. Adam Smith, Behavioral Economist – Via Value Investing World
33. Austrian Economy Contracts Much More Than Expected in Q1 2009- Via Prudent Investor
34.Suncor/Petro-Canada Combo Could Be First Of Many Energy Deals – Via Peridot Capitalist
35. Origins of Value Investing – Via Stock Market Prognosticator
36. Internet Economics -part III - Via My Value Idea
37. Value Idea: Train left the station and I got onboard – Via My Value Idea
38. Work Hard. Be Nice. – Via Noise Free Investing
39. Simon Property: No coupon is worth this – Via Accrued Interest
40.Reaction not that big for the FedRes plan to monetize long bonds – Via Can Turtles Fly
Forums & Message Boards:
1. Guru Stocks at 52-Week High: Schering-Plough Corp., IAMGOLD Corp., Lancaster Colony Corp., Green Mountain Coffee Roasters Inc. – Via Guru Focus
2. The Fed Is Sowing The Seeds For Our Next Banking Disaster – Via Guru Focus
3. Guru Stocks at 52-Week Low: Baxter International Inc, DIAGEO plc, General Mills Inc, General Dynamics Corp, Xerox Corp. – Via Guru Focus
4. foreign investing - Via Guru Focus
5. Weekly Top Insider Buys: Target Corp., Taubman Centers Inc., Sotheby’s, Teledyne Technologies Inc., Methode Electronics Inc. – Via Guru Focus
6. INFLATION CREATION - Via Guru Focus
7. Sifting for Gold Among High-Profit Stocks – Barrons – Via Guru Focus
8. It’s Time to Bet on Financials, Gingerly – Via Guru Focus
9. huiyuan juice, coke blocked by chinese gov’t – Guru Focus