Nightly (Value) Investment Links #43
As Always Click on Titles To Access The Article
Newspapers & Direct Sources:
1. Separating The Wheat From The Chaff - Via Hussman Funds Weekly Comments
2. Ambiguous Conditions Warrant Moderation - Via Hussman Funds Weekly Comments
3. Fueling Up The Next Great Bubble - Via Real Clear Markets
4. The Model Made Me Do It - Via Slate.com & Big Money * Norman Rothery
5. Capitalism The Remix - Via Washington Post
6. Audio: Jim Grant Fears Upcoming Inflation - Via Bloomberg Radio
7. When The Golden Eggs Run Out - Via The Economist
8. The Profits Moody’s Made By Failing Us- Via New York Times & Paul Kedrosky
9. The Bank Of International Settlements 3rd Quarter Report - Via Paul Kedrosky
10. Interview With Fund Manager Muhlenkamp- Via Forbes
11. Economists Have Simulated Bubbles In Experiments - Via The Atlantic
12. Leucadia Looks Like A Promising Goldmine - Via Barron’s
13. Jim Chanos: The Catastrophe Capitalist - Via New York Magazine
14. Real Estate Magnate: Tom Barrack On Commercial Real Estate - Via Colony Capital Inc
Blogs:
1. Are All Inside Traders Created Equal- Via Value Investing Blog
2. Birinyi Vs Tice - Via Undervalued Securities
3. Credit Defaults Swaps Overview - Via Undervalued Securities
4. What Are The Current Signs - Via Safe & Cheap
5. Warren Buffett Adding To His Train Set - Via StockManMarc
6. Dividend Investor Interview - Via Triaging My Way To Financial Success
7. High ROE Danger - Via The DivNet
8. Stock Analysis: Donaldson Company -Via The DivNet
9. Top Magic Formula Stocks By P/Book - Via Magic Diligence
10. Festival Of Stocks: Link Festival- Old School Value
11. Infrastructure Stocks For The New Admin- Via Investing From The Right
12. Commodities Investment Conference - Via Value Discipline Great Post!
13. Oil On The Brain via 60 Minutes - Via Todd Sullivan’s Value Plays
14. Value Investment Idea: Bombardier Preferred - Via My Value Idea
15. The Unfolding Pension Disaster - Via Can Turtles Fly
16. Stock Analysis: Sovran Self Storage - Via Dividends 4 Life
17. Time To Invest In A Manufacturing Business - Via Arohan’s Investing Life
18. Lower Interest Rates & Home Prices - Accrued Interest
