Nightly (Value) Investment Links #73

(As Always Click on Titles To Access The Article)

Newspapers & Direct Sources:

1. Fine Print On Obama’s Pay Cap – Via Executive Investigator

2. How Inflation Became The Good Guy - Via WCAM & Value Investing World

3. Soros: We Can Do Better Than A Bad Bank – Via WSJ & Vinvesting

4. Illiquid & Neglected Stocks – Via Seeking Alpha

5. Bad Asset Bank Proposal: Even Worse Than You Imagined – Via Naked Capitalism

Link Carnivals & Festivals:

1. 52 week Low List - Via 24/7 Wall St

2. Todd Sullivan Wednesday Links - Via Todd Sullivan Value Plays

3. Carl Icahn Recommended Links - Icahn Blog

4. Abnormal Returns Wed Links - Via Abnormal Returns

5. Wall Street Folly Headlines Roundup – Via WSF

6. World Beta Link Fest – Via World Beta

Blogs:

0. Gannon’s Wednesday Podcast Feb 4th – Via Gannon On Investing

1. Fear & Loathing Stimulus Plan – Via A Dash Of Insight

2. Straight Talk On Angel Investing – Via Information Arbitrage

3. Market Update Feb 4th – Via Arohans Investing Life

4. Dividend Stock Life Cycle - Via Dividends Value

5. Goldman Sachs Responds To Pay Cap – Via Can Turtles Fly

6. Should You Follow Buffett & Be Greedy Now - Via Contrarian Investor’s Journal

7. Doubting Jimmy (Rogers) – Via Controlled Greed

8. Financial Crisis Has Benefited Innovators Not Investors - Via Disciplined Approach To Investing

9. Analysis: Sasol - Via Enterprising Investor Forum

10. Fat Pitch Financials Update – Via Fat Pitch

11. Common Sense Investing Strategy - Via Investing Internals

12. What Is The Real Story With Senior Loan Officer Opinion Survey – Via Stock Market Prognosticator

13. Strong Arguments Against Mark to Market – Via The Peridot Capitalist

14. Buffett Cancels Event With Biographer – Via Vinvesting

15. Bullish Or Bearish: Why? – Via College Analyst

16. Securities Questions - Via Barel Karsan

17. Understanding Retail: Analysis Of Circuit City & Best Buy - Via Bronte Capital

18. Pershing Square Investment Style - Via Old School Value

19. Cheap Stock Alert: Sketchers – Via Stock Pursuit  & Cheap Stocks Below Net Current Asset Value

20. The Sec: Over Matched & Inexperienced – Via Yes & Not Yes

21. My Liquidation Portfolio – Via Yes & Not Yes

22. Jim Rogers On US Bonds - Via Jim Rogers Blog

23. Jim Rogers On Asia - Via Jim Rogers Blog

24. Exploiting Market Anomalies With Neglected Illiquid Stocks – Via Shadow Stocks

25. Can Kraft Feed Buffett’s Appetite – Via StockManMarc

26. Depression Attracts Protectionism – Via Aleph Blog

27. Lowdown On Value Investing - Via Iconoclast Investor

28. China’s Rising Demand For Coffee – Via Change Alley

29. Future Returns For First Marblehead - Via Prudent Speculations

30. Book Review: Pilgrimage To Warren Buffett’s Omaha – Via Investors Consigliere

31. 10 due Dilligence Questions - Via Investors Consigliere

32. Video: Robert Shiller Lecture On Stocks - Via Manual Of Ideas

33. Value Vision Media Auction Fails – Via Greenbackd

34. Spac Liquidation Arbitrage: How To Profit From Hedge Fund Redemptions – Via Deal Sleuth

Other Interesting Articles & Papers:

1. Portfolio Of Risk Premia: A New Approach To Diversification – Via SSRN

2. John Bogle: Markets In Crisis – Via CFA Pub