Nightly (Value) Investment Links #109 (The Must Read List)
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Daily Feature (Read These At Least):
Michael Lewis on Football, Finance, and his Next Book – Via Street Capitalist
0. Loss of dollar purchasing power since 1775 – Via Manual Of Ideas
1. Five tips not found in Derek Foster’s Books – Via Report On Business.com
2. New Jim Rogers Book Due Out On April 28,2009 – Via All Things Jim Rogers
3.Coming Disappearance of Smaller Hedge Funds? – Via Manual Of Ideas
4. Ken Shubin Stein in Forbes – VIa Graham & Doddsville
5. Tom Barrack: PPIP What Do We Think - Via Colony Capital
Newspapers (Direct Sources):
1. Stocks for the Long Run: Authers vs Clements - Via Felix Salmon
2. S&P 500: Biggest Monthly Gain Since 1987 - Via Manual Of Ideas
3. Deutsche Bank Alternative Investment Survey and the Coming Disappearance of Smaller Hedge Funds – Via Investors Consigliere
Link Carnivals, Recommended Readings, & Link Festivals:
1. Wall Street Folly Headline Roundup - Via WSF
2. Wednesday links: play in the PPIP pool - Via Abnormal Returns
3. Wednesday’s Links - Via Todd Sullivan
4. Paul Kedrosky Readings - Via PK
Media (Videos, Podcasts, & Brodcasts)
1. Peter Schiff On Lew Rockwell Show – Via Peter Schiff
Blogs:
1. Berkshire Arbitrage Opportunity Eliminated - Via Rational Walk
2. S&P Issues Negative Outlook on Berkshire - Via Rational Walk
3. Buy a House or Rent One?- Via Peter Schiff
4. Supremely Confident Predictions – Via Andrew Tobias
5. Follow Thy Neighbor (if he’s Buffett) – Via WideMoat
6. Einhorn Buys Ticketmaster – Via Guru 5
7. Catalyst Investment Research on AVGN – Via GreenBackd
8. Bold Predictions With a Twist – Via Systemically Important
9. If REITs Predict the Market, from Phil McDonnell - Via Daily Speculations
10. Post Loss/Profit Announcement Drift: 8/10 – Via Emprirical Finance
11. Fastenal – Moving Faster Than You Think – Via TVI
12. Translation: We Really, REALLY, Hate You Guys!! - Via Aleph Blog
13. Liquidity and the Current Proposal by the US Treasury - Via Aleph Blog
14. Additional Company Data on the March Insider Buys – Via ShadowStock: Deep Value Micro Cap Stocks
15. A Slightly Different Way of Looking at Buying Stocks – Via Ragnar Is A Pirate
16. Another Union-esque Post - Via Ragnar Is A Pirate
17. The Importance of Business Fundamentals: – Via Triaging My Way To Financial Success
18. MORE ENCOURAGING SIGNS. ON THE OTHER HAND... – Via Capital Spectator
19. Opportunities for Technology Dividends – Via DivNet
20. The End of American Labor Mobility - Via Good Value Investing
21. The Dell Value trap – Via Bronte Capital
22. Why the Countrywide guys should be allowed to get mega-rich - Via Bronte Capital
23. Seeing Into The Future – Via Barel Karsan
24. The Evolution of A Value Investor – Via Contrarian Value Investing
25. Using DRIPs for faster compounding of dividends – Via Vinvesting
26. When the going gets tough, the tough get….going ? - Via Value Investment – Musicwhiz’s Journey
27. Blockbuster’s Investment From “Mark: Chapter 11″ – Via Todd Sullivan
28. Good Morning to a Headless Europe - Via Prudent Investor
29. David Swensen ups allocation to emerging-market - Via Investment Scientist
30. Investment Paralysis – Via My Value Ideas
31. Why should one invest? - Via Money Maniac
32. DeSantis: from inside A.I.G. – Via Entrepreneurs Journey
33. S&P 500 Market Cycle And Gold – Via Disciplined Approach to Investing
34.Catalyst Investment Research- Avigen Inc – Via Cheap Stocks
35. S&P warns Berkshire about AAA rating – Via Can Turtles Fly
36. A common flaw with charts: not going back far enough – Via Can Turtles Fly
37. Early Warning Signs of a Dividend Cut - Via Dividends Value
38. Politics and Investing - Via A Dash Of Insight
Forums & Message Boards:
1. Goldman works on iShares bid - Via Guru Focus
2. The PPIF Plan: A Step In The Right Direction, But No Cure-All: – Via Guru Focus
3. Simplifying the Toxic Assets Plan – By Zacks – Via Guru Focus
4. Brookfield Infrastructure Partners, Subsidiary of Brookfield Asset Management Has Power Lines and Trees: A Dynamic Duo for Income and Growth - Via Guru Focus
5. True guru outperformance - Via Guru Focus
6. Comment for John Paulson Portfolio Holdings — Via GuruFocus.com
7. Samuel Vaknin, Ph.D analyzes President Obama – Via Guru Focus
