Nightly Value Investment Links #115 (The Must Read List)

*Daily links are below the video

George Soros Says G20 Was Great Success (Click here To Watch Video)
Daily Feature (Read These At Least Links):
1. Interview With Mustang Capital’s John Linnartz – Via Corner Of Berkshire & Fairfax
2. FPA’s Rodriguez In His Own Words – via MOI
3. The Trouble With Warren Buffett – Via Lew Rockwell

Newspapers & Direct Sources
1. Honest Man Emerges From Muck of Banking – Via Bloomberg & Corner Of Berk & Fairfax
2. Paul Singer’s Inconvenient Truth – Via WSJ & Manual Of Ideas
3. Ackman, Zell Comment on General Growth Properties - Via Todd Sullivan
4. The Case For RHI Entertainment – Via Todd Sullivan
5. The Globe and Mail on the Fund Manager Giving Back His Fees -Via Controlled Greed

Link Carnivals, Recommended Readings, & Link Festivals:
1. WSF Headline Roundup - Via WSF
2. Abnormal Returns Friday links: thesis is still intact – Via AR
3. Paul Kedrosky’s Readings – Via PK

Blogs:

1. Berkshire’s Q1 Foreign Equity Performance – Via Rational Walk
2. G-20 on Protectionism: Cause for Optimism – Via Rational Walk
3. The PPIP and the Price Discovery Con Job, – Via Fundamental Analyst
4. US Unemployment Highest Since 1983 – Via Fundamental Analyst
5. Latest on Mark to Market Scapegoat – Via Fundamental Analyst
6. America is De-Industrializing - Via Peter Schiff
7. Buffett’s Berkshire letter for 1977 – Via Widemoat
8. An Example for All Managers and Investors: Jaime Dimon’s Letter to Shareholders – Via Thinking About Investing
9. Exhibit CAA: Beyond Counting – Via Thinking About Investing
10. The Two-Pronged O’Shaughnessy Attack - via Guru Investor
11. Tweedy Browne updates What Has Worked In Investing – Via GreenBackd
12. ARC Wireless Solutions (NASDAQ:ARCW) 10K update; Greenbackd exits - Via GreenBackd
13. Leucadia: History Behind the Name - Via Guru 5
14. SEC Has Good News For Activist Investors - Via Manual Of Ideas
15. Richard Bookstaber on Large Hedge Funds – Via Investors Consigliere
16. Corporate Anorexia – Via Aleph Blog
17. The Bonus Canard in Financials - Via Aleph Blog
18. eBay and its managment – Via Mulzar.com
19. The Boo-Yah! is Still Intact – Via Jeff Matthews Is Not Making This UP
20. April Cheap Stocks, 4/3/2009 Update – Via Cheap Stocks
21. THE EMPERORS AREN’T FIDDLING, BUT ROME’S STILL BURNING - Via Capital Spectator
22. 5 market rally drivers - Via MoneyGardener
23. Stock Analysis of United Technologies (UTX) - Via DivNet
24. QCOM: Stock Analysis for Dividend Growth Portfolio - Via DivNet
25. Net-Nets Sector Rotation, Pier One ImportsPIR , PXG, & Technical Analysis – Via Stock Pursuit
26. Recommended Reading – April 3, 2009 - Via Old School Value
27. MAGIC FORMULA WEEKLY ROUNDUP 4/4 – Via Magic Dilligence
28. The seemingly criminal Sheila Bair - Via Bronte Capital
29. Cost Structure Is Key – Via Barel Karsan
30. Magic Formula Stocks On The Move 4-04-09 - Via Contrarian Value Investing
31. 10 Bargain Insurance Company Stocks - Vinvesting
32. The Problem with “Bear Market Rallies” – Via Value Investment Jourey
33. Intro to Distressed Debt Investing - Via Value Investing News
34. Beware of Debt Problems at Apollo Group – Via Top/Down Bottom up
35. Borders and It’s Inventory - Via Todd Sullivan
36. 5 Things to Remember as the Market Turns the Corner - Via Modern Graham
37. Fireside Chat — Martin Capital Management - Via Mispricing
38. The News Which Never Made the Front Pages – Via Mispricing
39. Top value stocks in India - Via India Investor
40. Exploring Wall Street Survivor - Via Fat Pitch Financials
41. Top Stories of the Week at Value Investing News – Via Fat Pitch Financials
42. Economic Cycle Clock - Via Enterprising Investor Forum
43. Dividend Aristocrats Mostly Underperforming Year To Date - Via Disciplined Approach to Investing
44. Five for the Weekend #35 -Via Controlled Greed
45. Progress Update – March 2009 – via Dividends Value
46. Google at $20,000/share? The difference between a stock price and economics/fundamentals - Via Can Turtles Fly

Forums & Message Boards:
1. Estimate of TARP’s Cost to Taxpayers Increases Article - Via Guru Focus
2. AND THAT’S THE WEEK THAT WAS…For the Week Ended April 3, 2009 – Via Guru Focus
3. Gold: First Eagle’s Insurance Policy - Via Guru Focus
4. GuruFocus Contest: Hunting For 10-Baggers. – Via Guru Focus
5. Mohnish Pabrai and Whitney Tilson: A Change In Strategy Or Just Finetuning Tactics? – Via Guru Focus
6. Diebold, Inc. [NYSE:DBD] April 2, 2009: $22.82 – Via Guru Focus
7. 3M (MMM) Stock Attractively Valued, Divdend Safe - Via Guru Focus