Nightly (Value) Investment Links #19
I have been compiling the nightly links for 19days now and have received wonderful feedback from our readers. Tonight, we have an especially strong set of links. I highly recommend you read all of them and watch all of the videos. (I would like to thank Steven Friedman, Ankur Javeri, and J. Sindel for several of tonight’s recommendations)
As Always Click on Titles To Access The Articles
1. The Stock Market Is Not The Economy - Via The Iconoclast Investor
2. Sell Stocks Buy Corporate Bonds - Via The Aleph Blog
3. Leveraged Loans Taking Hit As Hedge Funds Bail - Via Financial Week
4. Desperate Hedge Funds Offering Discounts - Via Cluster Stock
5. The Wonderful and Confusing World Of Dividend Yields - Via The Capital Spectator
6. Irving Kahn Stock Picks From 2002 - Via Yes and Not Yes
7. Asset Play With Value Vision Media - Via Old School Value
8. Tom Forester Goes Bottom Fishing - Via Vinvesting
9. Bruce Greenwald Latest Comments On Value Investing - Via Value Investing World
10. Berkshire Post Party Hangover - Via Todd Sullivan
11. Video Conference: Derivatives and Their Role In the Crisis - Via Todd Sullivan
12. Money Banking and The Federal Reserve - Via Todd Sullivan
13. Bloomberg Picks a Fight With The Federal Reserve - Via Prudent Investor
14. Seth Klarman and Inflation Hedging - Via Street Capitalist
15. Video: I.O.U.S.A : The Thirty Minute Version - Via Rational Angle
16. Tarp Explained - Via Enterprising Investor Forum
17. Seth Klarman: The World Is Not Ending - Via Controlled Greed
18. Bill Gross Says China and Singapore Will Weather out the Storm - Via Contrarian News
19. Video: Jim Grant Security Analysis 75 Anniversary Speech - Via Can Turtles Fly
20. Interpreting Employment Data - Via A Dash of Insight
21. Investors Lick Wounds From Dividend Cuts - Via WSJ
22. Cheap Japanese Markets - Via Forbes& Norman Rothery Report
23. Vanguard: Index Funds Built To Last Through Ups and Downs - Via Vanguard & J. Sindel
24. Ben Graham Then and Now - Via Forbes & Norman Rothery Report
25. Tweedy Browne 3rd Quarter Letter - Via Steve Friedman & Tweedy Browne
26. Greenlight Capital 3rd Quarter Earnings Call Report - Via Seeking Alpha & Steve Friedman
27. Notes on the Barrons Conference - Via Gurufocus & Steve Friedman
28. Arnold Van Den Berg Annual Shareholder Review- Via Steve Friedman & Century Management
29. Trapeze Asset Management Shareholder Letter - Via Trapeze & Steve Friedman
30. Fairholme Funds Conference Call Replay- Via Fairholme Fund & Ankur Javeri
