Nightly (Value) Investment Links #72

(As Always Click on Titles To Access The Article)

Newspapers & Direct Sources:

1. Transocean Strong As Commodities Fall - Via Barrons

2. Warren Buffett On Dateline – Via Enterprising Investor Forum

3. F Wall Street The Book Available For Pre Order - Via Fwallstreet

4. Video:  FT’s Margin Wolf On Charlie Rose – Via Paul K

5. Radio Show: The Entrepreneurial Investor: How Infation Became The Good Guy – Via West Coast Asset Management

6. David Swensen Lecture On Asset Allocation - Via Investment Scientist

7. Jeremy Grantham: Briefing On China - Via Forbes

8. How To Fix America’s Housing - Via Felix @ Portfolio.com

Link Carnivals & Festivals:

1. Festival Of Stocks – Via The Penny Daily

2. Paul Kedrosky’s Daily Readings Part 2 - Via Paul K

3. Paul Kedrosky’s Daily Readings Part 1 – Via Paul K

4. Todd Sullivan’s Tuesday Links – Via Todd Sullivan @ Value Plays

5. Abnormal Returns: Tuesday Links – Via Abnormal Returns

6. Wall Street Folly Headline Roundup – Via WSF

Blogs:

0. Ganon’s New Tuesday Podcast - Via Gannon On Investing

1. There’s A Small Chance Of Credit Lockup In Future - Via Can Turtles Fly

2. Poor Capital Management Example 1 Sandisk - Via Can Turtles Fly

3. Hedge Funds Avoiding Distressed Debt: Example In Junk Yields - Via Can Turtles Fly

4. Funding The War On Capitalism – Via Contrarian Investors News

5. Is The Future Bleak For Conventional Investing – Via Contrarian Investor News

6. Daniel Wahl’s 2 New Investing Blogs – Via Daniel Wahl

7. Gambler’s Ruin Takeaways – Via 8% Per Annum

8. Warren Buffett Likes Bacon - Via Todd Sullivan @ Value Plays

9. Berkshire Gets Put 23 Million BNI Shares – Via Todd Sullivan @ Value Plays

10. Why Wall St Will Never Get It Right - Via Contrarian Value Investing

11. Bailout Firms or Workers? - Via Barel Karsan

12. Little Book On Value Investing: Chapter 3 – Via Barel Karsan

13. So You Want To Be A Stock Trader - Via Goode Value Investing

14. Analyzing Financial Statements: Circuit City Analysis - Via Old School Value

15. 6 Lessons From John Bogle Of Vanguard - Via The DivNet

16. Separating Tricks From Treats – Via Capital Spectator

17. Private Equity & Davos - Via Private Equity Blog

18. Leverage Begets Leverage - Via Aleph Blog

19. Jeremy Grantham on China – Via Change Alley

20. Dwindling Value Of AIG - Via Prudent Speculations

21. Economist Lacy Hull On Debt Deflation - Via Manual Of Ideas

22. Cause Of Financial Crisis 1 Word - Via Financial Philosopher

23. Bad Bank/ Worse Bank – Via Accrued Interest

24. Key Themes In Financial Services – Via Information Arbitrage