Nightly (Value) Investment Links #68

Attention New Addition: Davos Section & Vidoes Section!

I’m finding so many things that I’ve added several sections to our nightly links. Let me know your thoughts.

As Always Click on Titles To Access The Article

Newspapers & Direct Sources:

1. Tom Barrack’s Latest Bad Bank Alchemy “The Philosopher’s Stone” – Via Colony Capital

2. Demon Credit Default Swaps: The case of synthetic security - Via The Atlantic

3. Einhorn On Stocks - Via Reuters

4. Bill Gross: Pick Me, Pick Me - Via Paul Kedrosky

5. Bill Ackman’s Wendys Presentation + Review - Via Old School Value

6. David Einhorn’s Most Recent Letter: Bernanke The Inflationist - Via Todd Sullivan & Value Plays & Zero Hedge

7. The Good Bank Solution - Via William Buiter @FT

8. George Soros: The Game Changer - Via FT

9. Warren’s Buffett’s  Unhappy New Year – Via Barrons

10. The Real Cause Of The Financial Crisis A Presentation By Max Capital- Via Future Blind

11. Financial Times Online Business Model - Via Felix @ Portfolio.com

Davos:

1. Stiglitz & Davos - We Need More Investment, Not More Consumption – Via Manual Of Ideas Blog

2. Roubini & Shiller @ Davos - Via Manual Of Ideas Blog

3. Clinton @ Davos - Via Manual Of Ideas Blog

4. Blair @ Davos: Values Behind Market Capitalism - Via Manual Of Ideas

5. Putin VS Dell @ Davos – Via Manual Of Ideas Blog

6. Jamie Damon @ Davos - Via Manual Of Ideas Blog

Blogs:

1. Steak & Shake Results Are In - Via Risk Vs Reward Investing

2. Is Liquidity Returning To The Energy Sector – Via Prudent Speculation

3. Bailouts, Ponzi Schemes, & Green Issues - Via Paul Wilmott

4. Einhorn On Stocks - Via Change Alley

5. Rethinking Insurable Interest – Via The Aleph Blog

6. Revisiting Tarp FOIA Request - Via The Aleph Blog

7. The Zimbabwenomicsts Say Do Nothing Naked - Via Long Short

8. Dreaming Of Better Days - Via Capital Spectator

9. Arbitrage Out The Arse -Via Yes & Not Yes

10. 3 New IPOs Slated For Feb - Via Yes & Not Yes

11. Net Current Asset Value Update - Via The DivNet

12. Dirt Cheap Stocks - Via Stock Pursuit

13. Quick Take: Volcom - Via Magic Diligence

14. Freshwater & Saltwater macroeconomic theories & losing money - Via Bronte Capital

15. From The Mail Bag: Monster World Wide – Via Barel Karsan

16. Little Book Of Value Investing Part 2 - Via Barel Karsan

17. Russia & China Boasting About What - Via College Analysts

18. NIIT Tech: A Falling Knife? – Via Understanding & Applying Value Investing

19. Waters Q4 Earnings: Record Free Cashflow – Via Top Down/Bottom Up

20. Auto Nation Reports Powerful Quarter - Via Todd Sullivan Value Plays

21. ESL & Lampert Sign Agreement With Auto Nation, Honda, & Toyota – Via Todd Sullivan Value Plays

22. Is It Time To Buy The Insurance Sector - Via Stock Market Prognosticator

23. Bias In Reporting Job Losses - Via A Dash Of Insight

24. Can We Help Being Deceived - Via The Financial Philosopher

25. I Just Don’t Get It - Via Information Arbitrage

26. Gov’t Slowly Gaining Control Over Banks - Via Can Turtles Fly

27. What’s The Impact Of Gov’t Intervention On Investing - Via Contrarian Investors Journal

28. Looming Opportunity Berkshire Below Book Value - Via Controlled Greed

29. Companies Increasing Dividends Still Present In Market – Via Disicplined Approach To Investing

30. The Real Causes Of The Financial Crisis Article – Via Future Blind

31. Investor  Survey For MBA School - Via Noise Free Investing

Videos(this category may not appear on a daily basis):

1. Wachovia On Gold & Housing - Via Todd Sullivan Value Plays

2. Michael Lewis On Bankruptcy - Via Paul Kedrosky

3. David Smick: The World Is Curved - Via Paul Kedrosky

4. Daniel Kahneman & Taleb & DLD Conference - Via Paul Kedrosky

Other Interesting Finds (this category may not appear on a daily basis):

1. Investor Protection & Interest Group Politics - Via SSRN

2. Law & Finance Revisited - Via SSRN

3. Competition In Mutual Fund Industry - Via SSRN