Nightly (Value) Investment Links #92
Attention: Articles that grab my attention are in bold.
Newspapers & Direct Sources:
1. Study Shows Good Corp Gov = Better Value - Via Activist Blog
2. List Of Feb’s Monthly Activist Targets - Via Activist Blog
3. Bernanke Says AIG is hedge fund – Via Bloomberg
4. Never Ending Bailout – Via NYT
5. Jermey Siegel Brilliant, uplifting, & Plain Wrong - Via Contrarian Edge Vitaliy Katesenelson
6. Distressed Mortgages In Need Of Workouts - Via Street Capitalist
7. Is Peter Full Of Schiff On The Economy – Via Joe Ponzio @ Fwall St
8. Roubini Sees More Gloom Ahead - Via CIN
9. Market Has Priced Recession But Valuation? —-Via Can Turtles Fly
Link Carnivals, Recommended Readings, & Link Festivals:
1. Wall Street Folly Headline Roundup – Via WSF
2. Wednesday Abnormal Returns – Via AR
3. Todd Sullivan Wednesday Links – Via TS@ Value Plays
4. Economists View Links – Via EV (Great List)
5. Freakonomics Daily Links - Via Fonomix
6. Naked Capitalisms Daily Links – Via NC (Great List)
Media (Videos, Audio, Radio Shows of Interest):
1. Podcast: Talking About Asset Allocation – Via Capital Specator
2. Video: Steve Leuthold : Buy Stocks Now Or You Will Regret It – Via Paul Kedrosky
3. Greatest Wealth Destruction Ever – Via Enterprising Investor Forum
4. NPR Undergraduate Economics Students Surge In Popularity – Via NPR
Blogs:
Graham And Doddsville Newsletter – Via Value Investing World, Dah Hui Lau, & Others
0. Making Better Investments Than Warren Buffett - Via Bronte Capital
1. Buffett The Bondsman Revisted - Via Wide Moat Investing
2. Are Stocks Cheap? – Via Thinking About Investing
3. Buffett Makes Mistakes & You Can Learn – Via Guru Investor
4. Leucadia Discloses Loss In Pershing Square - Via Guru Five
5. Image Entertainmen Buyout Collapses Again – Via Deal Sleuth
6. Analogies Business Then & Now – Via Systemically Important
7. Where Is Chapman Capital - Via GreenBackd
8. Stocks Making New Highs In Surprising Places – Via Darwin’s Finance
9. Look At Western’s Purchase Of Mustang Capital - Via Thoughts On Vaue Investing
10. Resorts Take Big Hit Into Chp 11- Via Change Alley
11. The Obamas Winners & Losers List - Via TVI
12.How To Sell Your Business - Via Iconoclast Investor
13. Lawyer Up Boys- Via Epicurean Dealmaker
14.Buying SpinoffStocks Is Not A TradingPlan….but You need a TradingPlan- Via StockSpinoff Blog
15.Henchmen Assets A Look Into The Fortress Of Destitution – Via long or Short
16. Jim Rogers Says Rebound Won’t Last – Via Jim Rogers Blog
17. Long Term & YTD Asset Class Returns -Via Yes & Not Yes
18.Most Difficult Time To Buy Stocks - Via DivNet
19.Words Of Wisdom – Via Old School Value (Great Read… I had posted Earlier But This is the full version Scribd)
20.Why & How To Use Enterprise Value To Evaluate Stocks – Via Magic Diligence
21. Value Investors Take Heart – Via Barel Karsan
22. Reits Now Dirt Cheap Says Green Street – Via Vinvesting
23. Paying Attention To Dividends More – Via Disciplined Investing
24. Did Buffet Buy Allied Irish Banks - Via Controlled Greed
25. Tarp You Can’t Just Stop at One – Via Dividends Value
26. GE – Kobayashi Maru – Via Accrued Interest