Nightly (Value) Investment Links #123

*Click On Titles To Access Articles*

Daily Feature ( At Least Read These Links):

0. John Bogles Latest Speech On Fiduciary Duty & 2 Articles – Via John Bogle
1. Gary Moore on John Templeton’s Legendary Long-run Performance - Via What Would John Templeton Say?
2. John Dorfman on Book Value Bargains - Via Controlled Greed
3. Wellcare Group – An Intelligent Speculation? – Via Value Investor Congress
4. Best Small Companies Fair Value Estimates – Via Old School Value
5. Mario Gabelli: A Wall St. Chief, with a Super Payout in 2008 – Via Deal Book
6. Buffett A Lender Not A Trader - Via Maoxian
7. The Regulatory Pendulum And Electoral Guillatine – Via Derivative Dribble
8. Hedge Fund Guru, Lloyd Khaner Says: Buy & Hold Far from Dead - Via Guru Investor
9. Can you stop banks acting like lemmings? – Via Felix Salmon

Link Carnivals, Recommended Readings, & Link Festivals:

1. Articles for a Monday – Via Can Turtles Fly
2. Paul Kedrosky Readings – Via PK
3. Tuesday links: all Goldman, all the time - Via Abnormal Returns
4. WSF Headline Roundup – Via WSF

5. Economists View links for 2009-04-14 - Via EV

6. Marginal RevolutionAssorted links – Via MR

7. Naked Capitalism Links 4/14/09 – Via NC

Media:

1. Wanda Sykes Bailout Plan - Via Enterprising Investor Forum
2. Retail Sales: A Reality Slap – Via Todd Sullivan
3. Videos: Investors Should Expect More `Bottoms’-Jim Rogers - Via All Things Jim Rogers Blog
4. Market Update – Videolog – Via Peter Schiff

Blogs:

1. Cheap Credit = Crummy Companies – Via Paul Kedrosky
2. Goldman Sachs Seeks a TARP Free Future – Via Rational Walk
3. Thailand Situation – Via Marc Faber
4. Impaired Assets Hit 12 Year High – Via Fundamental Analyst
5. Wells Smoke & Mirrors Earnings Release - Via Fundamental Analyst
6/7. Our Captured Federal Regulator the SEC - Via Deep Capture
8. A Few Thoughts for a Breadless Holiday – Via Information Arbitrage
9. Nucor Corp. (NUE): Forging A Different Path – Via Dividends Value
10. Consumer Sentiment and Spending Positively Correlated - Via Disciplined Approach To Investing
11. What is or What Was The Financial Crisis? - Via Stock Market Prognosticator
12. United Technologies (UTX) Dividend Stock Analysis – Via Vinvesting
13. Sources Of Volatility – Via Barel Karsan
14. Naked shorting is dead - Via Goode Value Investing Blog
15. THE IMPORTANCE OF RETURN ON CAPITAL – Via Magic Diligence
16. DEFLATION: NOT QUITE DEAD (AGAIN) - Via Capital Spectator
17. Time to prepare for volatile volatility? - Via Humble Student Of The Markets
18. On the Repeal of Mark-To-Market Accounting - Via Iconoclast Investor
19. Tickerspy goes above and beyond – Via Greenbackd
20. Whitman on The Importance of Credit Worthiness, and Why He’s Buying Stocks Now - Via Guru Investor
21. Hopping Happenings at eBay - Via Widemoat

Forums & Message Boards:

1. Plymouth Rock Assurance Annual Report 2008 – Via Corner of Berkshire & FairFax
2. How Treasury will conjure that new money for the IMF. – Via Guru Focus
3. More Cheap Graham Stock Ideas: Peerless Systems Corp, Tegal Corp, Soapstone Networks, Limco-Piedmon - Via Guru Focus
4. Buffett Biography In Video - Via Guru Focus
5. Buy and Hold S&P 500… dumb - Via Guru Focus
6. Sealed Air Corp. – “Packing” Potential Gains – Via Guru Focus
7. Goldman sacks and Wells Fargo – real facts – Via Guru Focus
8. 13 trillion spent so far by the Ben FED - Via Guru Focus