Nightly (Value) Investment Links #119 (The Must Read List)
*Click On Titles To Access Articles*
Daily Feature (Read These At Least Links):
1. Buffett biographer reveals the real ‘Oracle of Omaha’ - Via Alice Schroeder
1.1 Is Silicon Valley a Systemic Risk? – Via WSJ
2. The Monoline Delusion – Via A Credit Trader
3. Moody’s Downgrades Berkshire Hathaway – Via Rational Walk
4. Australian Unemployment Hits 5 Year High – Via Fundamental Analyst
5. Grantham Fired by Massachusetts Pension After Losses - Via Bloomberg
6. Baupost Group: Excerpt from Third Quarter Letter to Partners – Via Corner Of BRK & FFH
7. Catalyst Investment Research on Consolidated-Tomoka Land Co (AMEX:CTO) – Via GreenBackd
8. First Eagle’s McLennan Likes Shimano, Nestle, Gold – Via Manual Of Ideas
9. Notes from Warren Buffett Meeting on March 13th – Via Manual Of Ideas
10. Apollo Asia Fund: the manager’s report for 1Q2009 – Via Value Investing World
11. Gabelli Pushes His Own Directors as He Targets ‘Poison Pills’ - Via Value Investing News & Bloomberg
12. Top Value Investors to Address 2009 Value Investing Congress West – Via Value Investing News
13. What’s Sizzlin at WEST? - Via Street Capitalist
14. Mason Hawkins Raising the White Flag: Dumping General Motors Bonds - Via Controlled Greed
News Papers & Direct Sources:
1. The Meredith Whitney Bubble – Via Crossing Wall St
2. How Bernanke Staged a Revolution - Via Washington Post
3. We should listen to Beijing’s currency idea – Via FT
Link Carnivals, Recommended Readings, & Link Festivals:
1. Thursday links look at fixed-income investing – Via Felix Salmon
2. Greenspan’s reputation continues to decline - Via Felix Salmon
3. WSF Headline Roundup – Via WSF
4. Abnormal Returns Thursday links: too big to exist – Via AR
5. Todd Sullivan Friday’s Links - Via TS
6. Paul Kedrosky’s Daily Readings – Via PK
7. Economist View links for 2009-04-09 – Via Economist View
8. Naked Capitalism Links 4/9/09 - Via NC
Media:
1. Videolog- Market Update – April 09 – Via Peter Schiff
Blogs:
1. Veteran tweaks Graham’s rule to find bargains – Via Valuehuntr
2. Buffett’s Berkshire Letter for 1979 - Via Widemoat Investing
3. Kass Turns Bullish on Berkshire - Via Guru Investor
4. Siegel: Earnings “Nowhere Near as Dismal” as S&P Data Suggests - Via Guru Investor
5. Misbehaved rally? – Via Graham To livermore
6. Advanta High Yield Notes: 8.5% – 11% Yield Worth the Risk? - Via Darwins Finance
7. Could SDRs Threaten Dollar? – Via Manual Of Ideas
8. When the Hunter Becomes the Hunted – Via Manual Of Ideas
9. Those Calling for the Death of Value Investing Are Wrong - Via Value Investments
10. Two Boxes. Sixty Pounds. Tiny Type. What Are We? – Aleph Blog
11. A critical test for gold - Via Humble Student of the Markets
12. THE MORE THINGS CHANGE… – Via Capital Spectator
13. Net Current Asset Value Update - Via DivNet
14. Timely Quotes from Those Who Knew… – Via Investing From The Right
15. Taking Advantage Of Mr. Market - Via Barel Karsan
16. Time to Look at a Natural Gas Play – Via Todd Sullivan
17. First Quarter Best Quarter Ever for Wells Fargo - Via Peridot Capitalist
18. Charts, We’ve Got Charts - Via Paul Kedrosky
19. EXACT Sciences (EXAS) is geting tempting – Via MicroCap Speculator
20. Investor Bullish Sentiment Trend Moving Higher – Via Disciplined Approach to Investing
21. Templeton Blog Created and Run by Templeton Press - Via Controlled Greed
22. Why do regulators, government officials, and central bankers pursue the megabank strategy? – Via Can Turtles Fly
23. Political Power: Who Makes the Call? – Via A Dash Of Insight
Forums & Message Boards:
1. Things Are Going Well With Wells Fargo & Company – Via Guru Focus
2. Reap Profits Along With Insiders of Chico’s FAS Inc. – Via Guru Focus
3. The bull case for Bristow - Via Guru Focus
4. Seth Klarman Ups RHI Entertainment Stake to Over 36% – Via Guru Focus
5. The Worst Run Bank in the World – Via Guru Focus
6. Investing in royalty streams - Via Guru Focus
7. Is inflation in our future? – Via Guru Focus
9. Game Theory in Practice - Via Corner of BRK & FFH
10. Back to the old Gannett – Via Corner of BRK & FFH
