Nightly (Value) Investment Links #8
As Always Click on Titles To Access The Articles
1. Online Private Equity Webinar: “The Failure of private equity” - Via LiveMeeting.com
2. What If Anything Can The Dividend Yield Tell Us – Via The Capital Spectator
3. Be Greedy When Others Are Fearful – Via The Investor Journal
4. Reconciling Growth & Value Investing – Via The Iconoclast Investor
5. Global Panic: But Don’t Lose Sight of Opportunities – Via Zignals
6. Recession Cycles – Via Christian PF
7. What Are Covered Calls – Via The Div.net
8. Book Review: Competition Demystified by Bruce Greenwald – ViaMagic Diligence
9. Fdex vs Ups - Via Barel Karsan
10. Test Your Gold IQ - Via Amateur Capital Allocator
11. 100 Million Reasons Why We Need Governance Changes Now – Via Ichan Report
12. Earnings Setup A Fun Week For The Market – Via College Analysts
13. OakValue Fund Shareholder Letter – Via Oakvalue
14. What to do with a dividend freeze – Via Dividends 4 Life
15. Constellation Energy: Merger Arbitrage Opportunity – Via Dividend Growth Investing
16. Berkshire Hathaway Shares Plunge 6% lowest since 2007 – Via CNBC
17. Companhia Vale do Rio Doce Quarterly Results Analysis – Via Gold Stock Analyst
18. 5 stocks increasing dividend payments in this environment - via Dividend Growth Investor
19. Ben Graham Testimony To Congress in 1955 (Transcript) – Via Todd Sullivans Value Plays
20. East European Crisis May Hit Overexposed EU Members – Via Prudent Investor
21. Insane Valuation Case Study (Valero) – via Peridot Capitalist
22. NYT profiles John Bogle – Via Bogle Blog
23. Investment Idea: Kaiser Aluminum Corporation – Via Street Capitalist
24. Real Estate Agents: Dubai Boom is ending – Via WSJ
25. Surviourship Bias: What happens in the long run – Via Humble Student of the Markets
26. How have the largest Private Equity deals fared? – Via The deal.com
27. Older Bulls Wiser Than Younger Bears? Maybe - Via Lloyds Investment Blog
28. Four Ways to Side Step current Wall Street Fiasco – Via Contrarian Investors Journal
29. What we need are more builders in govt - via Globe and Mail
30. Pictoral: How a Mortgage Back Security Is Created - Via Bloomberg
31. The Incredible Shrinking Hedgefunds – Via The Economist
32. Stuttering Recovery For Commodities – Via The Financial Times
33. Ackman Tries To Steady A Moving Target – Via Forbes
34. More Retail Bankruptcies Could Come Soon – Via Barrons
35. HSBC on consumer confidence - Via Across the Curve
36. Real Case Shiller Index Composite – Via Calculated Risk
37. Adventures In Icelandic Monetary Policy – Via Condenast Portfolio
38. Number 4 of Ten Larges S&P Declines Without A Rally – Via Bespoke Investment Group
39. How Banks are Spinning The Rescue – Via Footnoted.org
40. Financial Crisis Costs Move Toward 25 Trillion – 24/7 Wall St