Nightly (Value) Investment Links #38

As Always Click on Titles To Access The Articles

Newspapers & Direct Sources:

1. Putting A Value On A CEO - Via Carl Ichan Blog & NYT’s Deal Book

2. Crisis Upends Muni-Treasury Relationship - Via Paul Kedrosky & The Bond Buyer

3. Paulson Bucks Pauls As His Hedge Funds Score 1Billion Gain – Via Bloomberg & Paul Kedrosky

4. Municipal Bond Liquidiy - Via SSRN

5. China’s Property Slump - Via Paul Kedrosky & Bloomberg

6. John Tempelton Memorial - Via Controlled Greed & CNN

7. Marc Faber: Says Buffett Style Is No Longer Appropriate For Small Investors - Contrarian Investor News

8. Bill Gross December Outlook – Via Pimco

Blogs:

1. John Paulson Grinning With Another Huge Year - Wall St Folly

2. One Dozen Observations About Current Market Stress- Via Aleph Blog

3. Clearwater Paper Spinoff - Via Stock Spinoff Blog

4. 10 Year Yield Drops To 50 Year Low - Via Crossing Wall St

5. Mixed Messages - The Capital Spectator

6. Saputo Purchase – Via The Money Gardener

7. Great Interviews In Finance - Via Bronte Capital

8. All Net Nets Not Created Equal - Via Barel Karsan

9. Paulson Is Right System Needs Fixing - Via Carl Ichan

10. Posco Steel Asian Giant Underestimated - Via College Analysts

11. Warren Buffett 4 Market Call Articles – Via Value Investing World & Whitney Tilson (Great Find Joe)

12. Dividend Capture Strategy: The Illusion Of Something For Nothing - Via Dividend Growth Investor

13. Staying In The Game - Via Value Discipline

14. Video: Margin Calls & Market Sell Off - Via Todd Sullivan

15. Sears To Buy Back 14% Of Stock – Via Todd Sulivan

16. Video: Bill Fleckenstein – Via Todd Sullivan

17. Is Sears Squandering An Opportunity - Via Peridot Capitalist

18. RIP Doris Dungey: Collection Of Her Artices - Via Street Capitalist

19. Pimco Will Postpone Some Dividends - Via My Value Idea & WSJ

20. HedgeFunds & Early Buffett Partnerships - Via Fwallst

21. Demand For Money & Its Implication – Via Contrarian Investor Journal

22. Well Sears Is Being Run Like A Hedge Fund - Via Can Turtles Fly

23. Why Is The Fed Planning To Buy Govt Bonds - Via Can Turtles Fly

24. Hedge Funds: Conflict Of Interest – Via Michael James On Money

25. Alex Bossert Reports 3rd Quater Earnings & Results - Via Alex Bossert’s Thoughts On Investing