Nightly (Value) Investment Links #107 (“The Must Read List)

March 23, 2009 No Comments

Enjoy!

Click On Titles To Access Articles


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


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