Nightly (Value) Investment Links #50

As Always Click on Titles To Access The Article

Newspapers & Direct Sources:

1. NYT On Inflation Risk - via NYT

2. Yale Endowment Drops - via NYT

3. Corporate Governance Slapped By Shareholders – Via St Pete Times

4. Why Punish Innocent & Powerless Shareholders - Via FT

5. Grant On What Would Graham Buy - Via Bloomberg & Todd Sullivan

6. Computers & Internet Make Markets Stupid – Via PeHub

7. Americans Shoddy Keynesians - Via The Economist

8. Long Term Fiscal Outlook Is Bleak - Via Center On Budget & Policy Priorities

9. Satyajit´s Das Net Blog (highly recommended reading) - Via Wilmott

10. Fairfield Greenwich Consideres Buying PWC – Via FT

11. Latest Howard Mark´s Memo: volatility & leverage = dynamite - Via Oaktree & Mispricing

12. 6 Takeaways From Crash of 2008 - Via Telegraph

13. Interview With Stephen Jarislowsky - Via Globe & Mail & Can Turtles Fly

14. Worst Investments Of 2008 - Via Business Week

15. Warren Buffett Doubles His Money  In 3 Months No Effort – Via WSJ

16. Fed Loans Guided By Same Raters Of Subprime - Via Bloomberg

17. Thomas Friedman: The Great Unraveling - Via NYT

Blogs:

0. Doing CEO Math On The Back Of An Envelope – Via Berkshire Ruminations

1. Interview with Greenwald & Klarman - Via Graham & Doddsville

2. Warped, Frustrated, Old Banks – Via Condor Options

3. Graham vs Greenblatt Part 2 - Via Value Investing

4. Graham vs Greenblatt Part 3 (roic) - Via Value Investing

5. Book Review: Outliers by Malcolm Gladwell – Via Undervalued Securities

6. Video: Henry Paulson Why I Let Lehman Brothers Fail – Via Undervalued Securities

7. AIG Bond Sale No Cause To Celebrate - Via In Search Of Value

8. The Wisdom Of Doing Nothing – Via Iconoclast Investor

9. The Three Faces Of Madoff - Via Epicurean Deal Maker

10. 20 Comments On Current Crisis – Via Aleph Blog

11. Liberty Media Spinoff Looks Like A Pass – Via Stock Spinoff Blog

12. Doing Diligence – Via Long or Short

13. Steve Jobs 42% vs 4% - Via Jeff Mathews

14. Greed Is Still Good - Via Humble Student Of The Markets

15. Jim Rogers On Oil – Via Jim Rogers Blog

16. Stimulus Today, Hangover Tomorrow - Via Capital Spectator

17. More On Cheap Oil Look At HKN – Via Stock Pursuit

18. Net-Net: Tuesday Morning Corp – Via Stock Pursuit

19. Nicola Horlick Criminal Charges - Via Bronte Capital

20. Robust Due Diligence Is Back – Via Bronte Capital

21. Is An American VAT Tax In The Works - Via AAA

22. Uncle Ben Makes Things Okay – Via College Analysts

23. Graham Part 3: Book Value - Via College Analysts

24. Russia Wrestles With Russian Collapse - Via Vitaliy Katsenelson

25. Apparently Academia Says Buffett Is A Growth Investor - Via Vinvesting

26. Madoff Where Integrity Suffered In The Face Of Greed- Via Value Investing Journey

27. Harvard Business School Interview With Seth Klarman - Via Value Investing World

28. CEF Rebuffs Brk & Goes With EDF- Via Top/Down Bottom Up

29. Fleckenstein On Fed Cut - Via Todd Sullivan

30. CEG Performs New Deal Without Shareholder Approval - Via Stalwart

31. Clear Signs Of Panic Via Short Term Rates - Via Stalwart

32. Plunging Gas Prices Lead To EU Inflation - Via Prudent Investor

33. Unintended Consequences Of Deposit Insurance – Via Paul Kedrosky

34. Banking On Steriods – Via Satyajit Das

35. Sears More Of The Same - Via Noise Free Investing

36. Bigger Is Not Always Better – Via Noise Free Investing

37. Dollar Resumes Slide – Via EI Forum

38. Tobin´s Q At 1956 Level - Via Disciplined Approach To Investing

39. Banks Behavior Unleashes Wave Of Job Cuts – Via CIJ

40. Can Free Market Create An Identical Bubble To The One That Just Burst – Via Can Turtles Fly

41. Stock Analysis: clorox - Via Dividends 4 Life

42. Mortgage Backed Securities It´s A Trap - Via Accrued Interest

43. Is The Treasury Market A Bubble - Via Accrued Interest

44. Citi To Integrate & Incorporate Investment Banking – Via Information Arbitrage

45. On Credit Card Minimum Payments - Via Felix Salmon

46. SEC In Action Well Partial Action - Via A Dash Of Insight

47. Looking Back & Looking Ahead - Via A Dash Of Insight

48. CEO of Celent Argues Against Credit Crisis Says We Are In Expansion – Via The DivNet

49. Value Vision: Updated Valuation - Via Old School Value

50. Two View Of Housing Policy - Via Greg Mankiw

51. Peter Bernstein On Risk – Via Undervalued Securities