Nightly (Value) Investment Links #57 Part 1
Here are todays links as well as some highlights since I last ran the nightly links. These Links will be two part as they are very extensive. Regular programming returns on Monday. Enjoy!
As Always Click on Titles To Access The Article
Newspapers & Direct Sources:
1. Howard Marks Latest Memo – Via Oaktree Capital
2. Bill Gross January Outlook: Pyramid Crumbling - Via Pimco
3. Apollo Asia Fund 4th Quarter 2008 Report – Via Value Investing World
4. NYTs Op-Ed Piece From Michael Lewis and David Einhorn – Via NYT
Blogs:
1. Who Is In Charge - Via A Dash Of Insight
2. To Be Or Not To Be – Via Financial Philosopher
3. Merrill Lynch Data Point Of The Day - Via Portfolio
4. Executive Heads On A Spike - Via Portfolio
5. Risk Managing The News - Via Portfolio
6. Citigroup Datapoint For The Day - Via Portfolio
7. Obamas Big Chance - Via Information Arbitrage
8. Bank Of America ….Literally – Via Accrued Interest
9. Personal Dividends - Via Arohans Investing Lifestyle
10. Bank Of America Headed Back To The Tarp - Via Dividends4 Life
11. Fundamental Value Investors: Characteristics & Performance – Via SSRN
12. What Happens When Cushing Fills Up - Via Can Turtles Fly
13. Market Signals Not Very Accurate When It Comes To M&A – Via Can Turtles Fly
14. Thoughts On Banking Crisis Oil Dumb Idea Sarkozy - Via Can Turtles Fy
15. Cheap Stocks 21 NetNet Index - Via Cheap Stocks
16. Summer And Obama Crater The Financial Sector – Via Disciplined Approach To Investing
17. Random Thoughts On Various Investments Topics – Via Eight Percent Per Annum
18. Being Hated A Good Thing: Sears - Via Focus On Value
19. Expanding Your Sphere - Via FWall St
20. The Great Experiment - Via Mispricing
21. Stayajit Das Looking Back In Horror - Via Wilmot
22. Sovereign Defaults A Live Chat W Paul Kedrosky - Via Paul Kedrosky
23. US Savings Tsunami And Its Implications - Via Paul Kedrosky
24. Credit Quality Is So Two Years Ago - Via Paul Kedrosky
25. Paul Kedrosky’s Daily Recommended Readings - Via Paul Kedrosky
26. What Recession Oh That Recession - Via Paul Kedrosky
27. Pink Sheets Status Update – Via Pink Sheets
28. Keynes & A Little Something On Investing - Via Rational Angle
29. What Really Matters In Investing – Via Sham Gad
30. Henry Clews Words Of Wisdom Part 2 - Via Stock Market Prognosticator
31. Henry Clews Words Of Wisdom Part 1 - Via Stock Market Prognosticator
32. Fairholme’s Bruce Berkowitz In Advisor Perspectives – Via Street Capitalist
33. Private Equity Circling AIG Aircraft Leasing Unit – Via Street Capitalist
34. New Bogle Videos - Via Bogle Blog
35. Small Caps Likely To Outperform – Via Investment Scientist
36. How To Bet Against The US Dollar - Via Peridot Capitalist
37. IEA Report Shows Opec Supply & Production Decline For Crude - Via Todd Sullivan
38. Is Ulrich’s Move At Target Good For Ackman - Via Todd Sullivan
39. Apple MSM vs Bloggers – Via Todd Sullivan
40. EBAY VIC Writeup Posted - Via Top Down Bottom UP
41. Stock Analysis: Ingersoll Rand - Via Understanding & Applying Value Investing
42. Alexander & Baldwin Looks Compelling- Via Value Investing Congress Blog
43. Value Investing In This Economy - Via Value Investing News
44. Best Analysis Of Coca Cola - Via Value Investing News
45. Dhando Investor Buys Into Zinc - Via Value Investing News
46. Free Value Investor Insight Book On Words Of Investing Wisdom - Via Value Investing News
47. What It Takes To Be Great - Via Value Investing World
48. Dreman’s Dickensian Days - Via Vinvesting
49. Value Investors & Skill – Via Vinvesting
50. Battered Retailers Diamonds In The Rough - Via VInvesting
51. Warren Buffett Sage Of Tokyo & Omaha - Via Vinvesting
52. Vitaliy Katseneson Audio Interview - Via Contrarian Edge
53. Magic Formula Stocks On Move - Via Contrarian Value Investing
54. Financial SPDR XLF Component Returns – Via College Analysts
55. The Right Way To Ichan Proof Your Board - Via Carl Ichan Blog
56. Investment Ideas 2009 - Via Abacis
57. Super Crunchers Chapter 6 - Via Barel Karsan
58. FDX VS UPS ROE - Via Barel Karsan
59. CitiBank Mea Culpa - Via Blogvesting
