Nightly (Value) Investment Links #70

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. Free Empirical Finance Research Newsletter - Via Manual Of Ideas Report

2. Nassim Taleb: You Can’ Predict Who Will Change The World – Via Forbes

3. Video: Jim Rogers On How To Invest – Via Change Alley

4. Video: Jim Rogers On Global Finance – Via Change Alley

5. John Paulson’s Year End Letter - Via Paul Kedrosky

6. Dennis Gartman On Gold - Via Todd Sullivan

7. Fairholme Fund’s Annual Report - Via Todd Sullivan

8. Credit Correction Data- Via Paul Kedrosky

Link Carnivals & Festivals:

1. Weekend Reading – Via Paul Kedrosky

2. Top Value Investing Links Jan 24-30th - Via Fat Pitch Financial

3. 5 For The Weekend – Via Controlled Greed

4. Weekend Reading – Via Can Turtles Fly

5. Weekly Links – Via Dividends Value

Blogs:

0. Gannon On Investing Podcast Feb1st - Via Gannon On Investing

0. Gannon On Investing Podcast Saturday Jan 31st - Via Gannon On Investing

1. Scribd: An Important Resource But Is It Legal - Via Manual Of Ideas

2. Aftermath Of Financial Crisis – Via Manual Of Ideas

3. A Modest Buffett Prediction - Via Investors Consigliere

4. Chic Fil A: An Owner Operator Model - Via Compounding Machines

5. Analysis Of Taleb Article: You Can’t Predict Who Will Change The World – Via Change Alley

6. Crashology 101 & WSJ – Via Change Alley

7. Far Better To Buy A Wonderful Company @ A Fair Price, Than Fair Company @ Wonderful Price – Value Finance

8. Today’s Value Investor Stock Recommendation List - Via TVI

9. Inflate: Will Ya? - Via Aleph Blog

10. Ark Restaurants Corp: An Enviable Moat - Via Shadow Stock

11. Recession Resistant: US Physical Therapy - Via Shadow Stock

12. A Framework For HF Operational Due Diligence – Via Humble Student Of The Markets

13. Cheap Stocks Update - Via Cheap Stocks

14. Jim Rogers: Hits & Misses - Via Jim Rogers Blog

15. Jim Rogers: Not Optimistic About Govt Efforts – Via Jim Rogers Blog

16. Leveraging Dividends – Via TheDiv.Net

17. Stock Review: Royal Bank Of Canada - Via The DivNet

18. Bad Tax Policy Test Case: GM - Via Bronte Capital

19. Inventory Levels - Via Barel Karsan

20. Microsoft Stock Dips - Via Barel Karsan

21. Book Review: Clean Money – Via College Analysts

22. Magic Formula Stocks For Feb - Via Contrarian Value Investing

23. Putin The New Capitalist – Via Vitaliy’s Contrarian Edge

24. A New Era, But Now What - Via My Value Idea

25. GDP Better Than Expected, But…. – Via Disciplined Approach To Investing

26. Bullish Sentiment Continues To Decline - Via Disciplined Approach To Investing

27. Investment Outlook 2009 – Via Can Turtles Fly

28. Fix The Accounting, Then The System – Via Information Arbitrage

29. Extra Credit Friday Edition - Via Felix @ Portfolio.com

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

1. The Aftermath Of The Financial Crisis – Via Harvard Economics

2. On Science Without Understanding - Via Neuroskpetic

3. 5 Indicators For Tracking The Credit Crisis – Via Visualizing Econ

4. Dissecting The Credit Crunch In India – Via Mostly Economics