Nightly (Value) Investment Links #80

Attention: Very Large Nightly Links For Feb12th-Feb16th

(As Always Click on Titles To Access The Article)

Newspapers & Direct Sources:

1. Chanos Has Access To Ideas Before Published - Via Manual Of Ideas

2. Tom Barrack’s Letter To Investors: Ready, Fire, Aim- Via Colony Capital

3. Tom Barrack’s Letter To Investors: The Seoul Solution To Banking Crisis – Via Colony Capital

4. To Catch A Thief - Via Epicurean Dealmaker

5. Markel Files 13f – VIa StockManMarc

6. The Real Systemic Risk: Cephalopods – Via Long Or Short Capital

7. Klarman Releases 13D’s - Via Yes & Not Yes

8. Bank Solvency & Stimulus Plan - Via Bronte Capital

9. The Failure Of Labor Specialization - Via Blogvesting

10. Automaker Viability Deadline In Focus – Via College Analysts

11. Pabrai’s Year End Letter - Via Todd Sullivan & Value Plays

12. Fairholme’s 13F – Via Todd Sullivan

13. Marc Faber On Financial Sense – Via Controlled Greed

14. Matt Lyn On The Men Who Called The Market Right – Via Controlled Greed

15. How To Dress Like Adults - Via Controlled Greed

16. Heading Toward Global Weimar - Via WSJ

Link Carnivals, Recommended Readings, & Link Festivals:

1. Best Weekly Links In Finance & Investing – Via Darwin’s FInance

2. Wall Street Folly Round Up 2/15/2009 – Via WSF

3. Wall Street Folly Round Up 2/14/2009 – Via WSF

4. Abnormal Returns Monday Links – Via Abnormal Returns

5. Abnormal Returns Sunday Links – Via Abnormal Returns

6. Abnormal Returns Friday Links - Via Abnormal Returns

7. Weekend Reading Links - Via DIVNet

8. Recommended Readings – VIa Old School Value

9. Magic Formula Weekly Roundup - Via Magic Diligence

10. Weekend Reading & Blog Carnivals – Via Amateur Asset Allocator

11. Todd Sullivan’s Monday Links – Via Todd Sullivan

12. Todd Sullivan’s Friday Links - Via Todd Sullivan

13. Paul Kedrosky’s Monday Readings - Via Paul K

14. Paul Kedrosky’s Weekend Readings - Via Paul K

15. Paul Kedrosky’s Saturday Readings – Via Paul K

16. Paul Kedrosky’s Friday Readings – Via Paul K

17. Top Weekly Stories @ Fat Pitch – Via Fat Pitch Financials

18. Five For The Weekend – Via Controlled Greed

19. Dividend Value Weekly LInks – Via Dividend Value

20. Economists View Links For Monday Feb 16th - Via Economists View

21. Marginal Revolution’s Assorted Links For Monday Feb 16th - Via Marginal Revolution

Media (Videos, Audio, Radio Shows of Interest):

1. Brief Power Point Outlining Valuation Methodologies – Via Manual Of Ideas

2. Video:Hidden Cost Of War – Via Undervalued Securities

3. Video: The Price Of Oil - Via Undervalued Securities

4. Video: Jim Rogers On China Tv – Via Jim Rogers Blog

5. Video: Jim Rogers On Fox – Via Jim Rogers Blog

6. Video: More Jim Rogers- Via Jim Rogers

7. Video: House Members Haven’t Read Spending Bill – Via Yes & Not Yes

8. Podcast: Stock Market Forecasting – Via Capital Spectator

9. Interview: Trader Don Miller - Via Stock Pursuit

10. Video: Katesenelson Interview With Tech Ticker – Via Contrarian Edge

11. Video: No One Trusts Ceos Anymore - Via Enterprising Investor Forum

Blogs:

1. Ebay’s Problems - Via Widemoat Investing

2. Us Recession Feb Update – Via Reflexivity In Finance

3. A Golden Age For Activist Investing - Via GreenBacked

4. AVGN Management Discusses Net Cash Value And MNOV Offer – Via GreenBackd

5. Fundamental Value Investors: Characteristics & Performance - Via GreenBackd

6. INFS Releases Results: Burns Cash & Investment Thesis – Via GreenBackd

7. If You Thought The US Had It Bad - Via Manual Of Ideas

8. Eddie Lampert’s Book Recommendations – Via Manual Of Ideas

9. Warren Buffett’s Book Recommendations – VIa Manual Of Ideas

10. Charlie Munger’s Book Recommendations – Via Manual Of Ideas

11. David Einhorn Tear Page – Via Manual Of Ideas

12. The Tyranny Of Corporate Capital Allocation - Via The Investor’s Consigliere

13. Deflation Economics – Via World Beta

14. Global Investment Returns Year Book – Via World Beta

15. Value Investing & Shorting – Via Safe & Cheap

16. Geither & Stimulus – Via Prudent Speculations

17. Buffett On Hyperinflation – Via Change Alley

18. CDO Hell - Via Change Alley

19. The Story Not Told - Via Aleph Blog

20. Buy & Hold Will Return – Via Aleph Blog

21. Bad Job, So Here Have More Money – Via Aleph Blog

22. On Animal Spirits – Via Aleph Blog

23. Thinking About Debt Deflation – Via Aleph Blog

24. Buffett – Build Your Dream In China – Via Stock ManMarc

25. Cash Bargains Galore - Via Shadow Stock

26. Deep Value Plays - Via Humble Student Of The Markets

27. Don’t Let The Apprentice Hijack This Model – Via Humble Student Of The Markets

28. Cheap Stocks Update - Via Cheap Stocks

29. Return Of Capital Part 2 - Via Triaging My Way To Financial Success

30. What Do Central Banks Think – Via Capital Spectator

31. Things That Go Up In A Down Economy – Via Yes & Not Yes

32. Oil & Gas Transport Plays - Via DivNet

33. Stock Analysis 3m - Via DivNet

34. Special Situation: Technology Solutions – Via Stock Pursuit

35. Do We Really Know What Defensive Stocks Are - Via Stock Pursuit

36. SEC A little Late To This Party - Via Goode Value Investing

37. Corporate Lobbying Leads To Performance – Via Barel Karsan

38. UTS Energy – Via Barel Karsan

39. Worries In The Middle East – Via Vitaliy Katsenelson

40. Exxon Apostasy Continues – Via Vitaliy Katsenelson

41. Microsoft Dividend Sock Analysis - Via Vinvesting

42. The Dividend Edge - Via Vinvesting

43. Jeremey Grantham’s 4th Quarter Letter – Via Value Investing World

44. Michael Farell – Just Save Baby – Via Value Investing World

45. Meadow Valley Surprise – Via Value Investing News

46. Serious About Sirius Bonds - Via Value Investing Congress

47. Quick Analysis: 2 Investing Ideas – Via Understanding & Applying Value Investing

48. Selling Some LUK To Buy TMB – Via Top Down Bottom up

49. Dow/Gold Ratio Hitting Lower Resistance - Via Top Down Bottom Up

50. Friday The 13th - Via Prudent Investor

51. Austria In The Eye Of The Storm – Via Prudent Investor

52. Why Fair Value For S*P is not 440 – Via Peridot Capitalist

53. Beating A Dead Horse Again – Via Stock Market Prognosticator

54. Lessons From Animal Behavior – Via Rational Angle

55. Daily Tip For Improvement – Via Rational Angle

56. On Globalization - Via Rational Angle

57. Investing Strategies – Via Noise Free Investing

58. Wells Fargo & Wachovia Together - Via Fwallst

59. Wells Fargo & Wachovia By Quarter – Via Fwall St

60. Calculating Outstanding Monthly Diminishing Interest For Outstanding Loans - Via Investing Internals

61. Important Investing Intelligence – Via Investing Internals

62. Getting Whipsawed - Via 8 Percent Per Annum

63. US Dollar Headwind For Multinationals – Via Disciplined Approach To Investing

64. Sales Decline Faster Than Inventory - Via Disciplined Approach To Investing

65. Gloomy Decades & Their Silver Linings – Via Controlled Greed

66. With Rates At 0 Why Save At Banks – Via Contrarian Investor Journal

67. Is Gold Becoming Money – Via Contrarian Investor Journal

68. Cheap Stocks Net Net Index - Via Cheap Stocks

69. Book Summary: Wall St. Waltz – Via Can Turtles Fly

70. ETF Update – Via A Dash Of Insight

71. Toxic Assets Challenge – Via Dash Of Insight

72. Bubble In TBT - Via Accrued Interest

73. Book Review: The Cure For Money Madness – Via Arohans Investing Life