Nightly (Value) Investment Links #79
(As Always Click on Titles To Access The Article)
Newspapers & Direct Sources:
1. A Survey of Buffett’s Recent Purchases – Via Manual Of Ideas
2. Wall Street CEOs Grilled - Via Manual Of Ideas
3. Tom Barrack’s Latest Letter: Tarped & Feathered – Via Colony Capital
4. Government Sponsored Train Wrecks - Via Change Alley
5. Bailout For Bailout Nation – Via Crossing Wall St
6. Why Are The Vultures Hungry: On Howard Marks - Via Street Capitalist
7. Rational Angle’s Daily Tip For Improvement - Via Rational Angle
8. Roubini On Zombie Banks – Via Paul Kedrosky
Link Carnivals, Recommended Readings, & Link Festivals:
1. Wall Street Folly Headlines Roundup – Via WSF
2. Abnormal Returns: Wed Links – Out Performing Your Neighbor – Via Abnormal Returns
3. Todd Sullivan’s Wednesday Links- Via Todd Sullivan
4. Extra Credit Tuesdays – Via Felix @ Portfolio.Com
5. Economist View Links For Wed - Via Economists View
Media (Videos, Audio, Radio Shows of Interest)
1. Video: Jim Rogers -Let The Banks Go - Via Manual Of Ideas
2. Video: Milton Friedman On Inflation – Via Change Alley
3. Video: Milton Friedman & Purpose Of The Federal Reserve – Via Change Alley
4. Video: Alan Blinder: Origins Of The Financial Mess – Via Todd Sullivan
5. Video Presentation: Real Causes Of Financial Crisis - Via Max Capital & Street Capitalist
Blogs:
0. Thoughts On Geithner Plan- Via Gannon On Investing
1. What Makes A Good Business – Via Wide Moat Investing
2. Heebner On Margin Calls - Via The Guru Five
3. Analogies: Jim Cramer - Via Systemically Important
4. AVGN Board Responds To BVF Offer - Via Greenbackd
5. BVF Warns AVGN Shareholders - Via Greenackd
6. The Best Month To Buy A Stock – Via Value Investing
7. Lower Short Term Capital Gains Tax To Get The Economy Back On Track – Via Iconoclast Investor
8. Who Do You Work For - Via Aleph Blog
9. Ask The Opposite Question – Via Aleph Blog
10. Cash Is King For These Lucky 7 – Via StockManMarc
11. Syms Hidden Value Buried On Balance Sheet – Via Shadow Stock
12. Jim Rogers Live Interview From Singapore – Via Jim Rogers Blog
13. Geithner’s Stress Test - Via Capital Spectator
14. Dow Set To Close Beneath 800 For Second Day In A Row – Via Yes & Not Yes
15. These Firms Shouldn’t Cut – Via The DivNet
16. Don’t Believe What They Say – Via Bronte Capital
17. Private Equity Involvement In Bailout & Leverage – Via Bronte Capital
18. How Much Do You Pay To Lobby The Govt - Via Barel Karsan
19. Buffett Who Invests For Ever Found Losses In 2008 - Via Vinvesting
20. How Much Is Enough – Via Value Investment Journey: Music Whiz
21. How We Can Restore Confidence – Via Value Investing World
22. Intuitive Surgical Buyout Talk Likely Overblown, But Stock Could Approach Attractive Levels When Rumors Subside – Via Peridot Capitalist
23. Charlie Munger Speaks - Via Reflections On Value Investing
24. Tel-Instrument Electronics (TIK) Lands Big Army Contract - Via Microcap Speculator
25. How Accounting Scandals Can Help Investors – Via Investing Internals
26. Required Approach To Macro And Micro Economic Factors – Via Investing Internals
27. Buffett on Franchises - Via Future Blind
28. NDS Group Makes Three - Via Fat Pitch Financials
29. Take A Look At Rio Tinto – Via Enterprising Investor Forum
30. Near The Bottom If History Repeats Itself - Via Disciplined Approach To Investing
31. Investors Head For Exit – Via Disciplined Approach To Investing - Via Disciplined Approach To Investing
32. Dorfman: We’re Not Morphing Into Depression - Via Controlled Greed
33. Stories On Gold – Via Controlled Greed
34. Martin Wolfs Thoughts On Nationalization - Via Can Turtles Fly
35. Sold: Puget Sound Energy - Via Can Turtles Fly
36. BCE Expects Positive But Less Growth – Via Can Turtles Fly
37. Market Update Feb 11th – Via Arohan’s Investing Life
38. What Would You Like - Via Accrued Interest
39. Buy The Rumor…Sell the….. – Via Information Arbitrage
40. Can We Trust Statistics – Via Felix @ Portfolio.com
41. Employment Listing: Communications Advisor - Via A Dash Of Insight
42. Munger On How Founding Fathers Can Help - Via The Guru Investor
Other Interesting Articles & Papers…:
1. UCLA School Of Management Videos - Via Finance Professor
2. Is Investor Protection The Priority Of The SEC -Via Harvard Law School