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
