Nightly (Value) Investment Links #74

Attention: New Section! - Media- Will Include Interesting Audio or Videos

(As Always Click on Titles To Access The Article)

Newspapers & Direct Sources:

1. Swiss Re Falls After Buffett Infusion - Via Bloomberg

2. The Madoff Client List - Via Manual Of Ideas

3. Tom Barrack Letter: Private Equity Gets Very Public - Via Colony Capital

4. Treasury Tarp Investments Already Underwater – Via Wall Street Folly

5. Market Watch’s Mutual Fund Manager Of The Year Is Buffett Follower – Via Yes & Not Yes

6. Marty Lipton Serves Poison Pill - Via The Deal

7. How To Guarantee Your Job In A Spanish Bank – Via Bronte Capital

8. Pershing Square 2008 Annual Report – Via Todd Sullivan

9. Jeffery Sachs On Contingent Nationalization – Via FT

10. Final Exit Strategies - Via Vanity Fair

Link Carnivals & Festivals:

1. Wall Street Folly Headline Roundup - Via WSF

2. Abnormal Returns Thursday Links: Hints Of Hope – Via Abnormal Returns

3. Paul Kedrosky Thursday Readings – Via Paul K

4. Marginal Revolution’s Assorted Links – Via Marginal Revolution

5. Economists View’s Links For Feb 5 – Via Economists View

Media:

1. Video: More Of Congressman Ackerman Vs SEC - Via Yes & Not Yes

2. VIdeo: nflation Indicator – Via Todd Sullivan @ Value Plays

3. Video: Outlook For Treasuries & Corp Bonds – Via Todd Sullivan @ Value Plays

4. Video: Markopolis Had Gift Wrapped Madoff To Sec – Via Enterprising Investor Forum

5. Audio: Interviews Of Russell Napier – Via Can Turtles Fly

Blogs:

0. Thursday Gannon Podcast – Via Gannon On Investing

1. Math Star: Prepares Technology For Sale – Via Greenbackd

2. Jim Rogers: On Investing In Russia - Via Manual Of Ideas

3. Never Was A Face Less Of A Barometer – Via Investors Consigliere

4. Asset Class Rotation – Via World Beta

5. XL Capital: Short Interest Poised To Drop- Will The Stock Pop – Via In Search Of Value

6. Dollar Tree: Not Sexy But Still Attractive - Via Iconoclast Investor

7. Why Ceo Pay Is Over Rated – Via Ragnar Is A Pirate

8. Jim Rogers: Agriculture The Last Bull Market – Via Jim Rogers Blog

9. Negative Momentum Still Has Economy By The Throat – Via Capital Spectator

10. Pending Mergers & Spreads - Via Old School Value

11. Odds Update For EMAG Arbitrage – Via Old School Value

12. The Magic Formula Stock You Should Avoid: MaxyGen - Via Magic Diligence

13. Book Review: The Warren Buffett Way Book Review – Via Barel Karsan

14. Primus Guaranty: Earnings Notes – Via College Analysts

15. Has Buffett Lost His Touch – Via Vinvesting

16. Davidson Writes About Treasuries & What They Tell Us - Via Todd Sullivan @ Value Plays

17. 4 Billion Bonus For Merril Executives – Via Investment Scientist

18. 3i Group May Merge Or Go Private - Via Controlled Greed

19. More Detractors On Rogers Opinion Of UK – Via Controlled Greed

20. What’s Good For The Arbitrageur May Not Always Be Good For The Firm – Via Can Turtles Fly

21. Market Update Feb 5th - Arohans Investing Life

22. How Brandeis Changed The Museum World - Via Felix Salmon @Portfolio.com

23. Sad State Of Affairs: British Media Blamed For Crisis – Via Can Turtles Fly

Other Interesting Articles & Papers:

1. Paper On Conformity: Never Sing On The Trading Floor – Via Paul K

2. Paper: Going Along With Consensus Is A Drug - Via Paul K

3. The Equity Premium According To 100 Textbooks – Via Finance Professor & SSRN

4. Opportunities In High Correlation World - Via Finance Professor & Seeking Alpha