Nightly (Value) Investment Links #8

October 28, 2008 No Comments

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

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