Nightly (Value) Investment Links #120 (The Must Read List)
Thank you to our readers who have linked to us via their blogs & websites.
*Click On Titles To Access Articles*
Daily Feature (Read These At Least Links):
Jamie Dimon 2008 Letter to Shareholders: III. Fundamental Causes and Contributions to the Financial Crisis – Via StableBoy Selections
0. Jack Bogle’s Last Crusade? - Via Business Week
0. The Incredible Shrinking Public Pension Funds - The Atlantic Monthly
1. Distressed Debt Investing Example – Idearc - Via Distressed Debt Investing
2. Bruce Berkowitz Is Selling United Rentals Inc. While Insiders Are Buying – Via Guru Focus
3. David Dreman Fired - Via Investors Consigliere & NYT
4. Paul Krugman and the Future of Value Investing - Via Investors Consigliere
5. Value Investing, Charles Allmon Style (read this) – Via Controlled Greed
Link Carnivals, Recommended Readings, & Link Festivals:
1. Abnormal Returns Friday Links - VIa AR
2. Old School Value’s Recommended Reading – April 10, 2009 - Via OSV
3. Economists View links for 2009-04-10 – Via EV
4. Marginal Revolution: Assorted links - Via MR
5. Naked Capitalism - Via NC
Media:
1. Video: Jim Rogers On Glenn Beck – Via Todd Sullivan
2. Game Theory in action - Via Noise Free Investing
Blogs:
1. The Paradox of Thrift - Via What Would John Templeton Say
2. A Message from Whitney Tilson - Via ValueHuntr
3. Berkshire’s Insurance Subsidiaries Buck Property/Casualty Headwinds in 2008 – Via Rational Walk
4. Insider Trades: 10/04/2009 - Via Buy Value
5. Where have the Buybacks Gone? - Via Widemoat.com
6. All Indicators Now Bullish for Top Timing Newsletter – Via Guru Investor
7. Tracking our portfolio performance with Tickerspy – Via GreenBackd
8. The Leucadia Way - Via Guru 5
9. James Boswell Obituary - Via Investor’s Consigliere
10. ShadowStats CPI – Via Change Alley
11. Bullish Days Ahead But Bear Is Lying In Wait For The Kill - Via Jeflin’s Investment Blog
12. Special Dividends - Via DivNet
13. Inverting Your Circle of Competence - Via Enlightened American
14. Writing to the SEC about the proposed uptick / upbid rules - Via Good Value Investing
15. Even Buffett Isn’t Perfect: Foreword By Steve Forbes – Via Barel Karsan
16. Wells Fargo (WFC) Makes Bank: An Omen? - Via Amateur Asset Allocator
17. Using Covered Call Options Strategy for cutting losses on financials – Via Vinvesting
18. Berkowitz and Fairholme Increase Sears Holdings Stake - Via Todd Sullivan
19. Incentives matter – Via Noise Free Investing
20. Auto Parts Retailers Rallying – Via Dividends Value
21. Purchase: Comdisco Contingent Distribution Rights (PK: CDCOR) – Via Can Turtles Fly
22. Life Planning Part I: Are You a Tool? – Via Financial Philosopher
23. Tax Reminder for Arbitrage Investors: Deduct Reorganization Fees - Via Fat Pitch
Forums & Message Boards:
1. United Technologies (UTX) Dividend Stock Analysis – Via Guru Focus
2. Market Matters AND THAT’S THE WEEK THAT WAS…For the Week Ended April 9, 2009 – Via Guru Focus
3. UWBK – Via Guru Focus
4. Less Government Meddling, Please - Via Guru Focus
5. Great Inflation Article by Century Management - Via Corner Of BRK & FFH
