Nightly (Value) Investment Links #83
Attention: I highly recommend you read the newspapers, links section below. Also, a kind thanks to Steven Friedman for sending me some great links and quality letters to shareholders.
(As Always Click on Titles To Access The Article)
Newspapers & Direct Sources:
0. James Grant: A Positive Lesson From The Depression - Via Advisor Perspective & Steven Friedman
1. Interview With Robert Shiller On His Latest Book – Via Atlantic & Paul K
2. Roubini Says – Nationalize The Banks, We’re All Swedes Now- Via Washington Post
3. Mark Sellers Speech For Potential Investors – Via Todd Sullivan
4. A Fraud Bigger Than Madoff – Via Independent.Co.Uk
5. The coming Australian Crisis: A Prelude To A Kiss Of Death – Via Contrarian Investor News
6. Why Is Bankruptcy So Expensive – Via Felix Salmon
7. Taking A Long View To Investing – Via Felix Salmon
8. The Burning Platform - Via Financial Sense Editorials (Great Read)
9. Owls Creek Fund Letter To Shareholders – Via Scribd
10. Viking Fund Letter To Shareholders – Via Scribd
11. York Capitals Letter To Shareholders - Via Scribd
Link Carnivals, Recommended Readings, & Link Festivals:
1. Wall Street Folly Headlines - Via WSF
2. Abrnomal Returns – Via Abnormal Returns
3. Todd Sullivan’s Friday Links - Via Value Plays
4. Paul Kedrosky’s Readings – Via Paul K
5. Felix Salmon & Extra Credit Thursdays – Via Felix
6. Paul Kedrosky’s Readings Part 2 - Via Paul K
7. Assorted Links Part 1 - Via Mostly Economics
8. Assorted Links Part 2 - Via Mostly Economics
9. Naked Capitalism Links – Via Naked Capitalism
10. Economists Views Links – Via Economist View
11. Marginal Revolution’s Assorted Link s- Via Marginal Revolution
Media (Videos, Audio, Radio Shows of Interest):
1. Vitaliy Katsenelson Interview With Forbes – Via Contrarian Edge
2. Roubini On Charlie Rose – Via Paul K
3. Visualizing Trade Deficits - Via Paul K
Blogs:
0. At What Point Does Berkshire Get Stupid Cheap – Via Berkshire Ruminations
1. Analysis of Berkshire Hathaway - Via Value Investing World
2. Microsoft’s Moat – Via Wide Moat Investing
3. SOAP – Explores Strategic Alternatives - Via Greenbackd
4. SEC Leaning Towards Shareholders Having More Say – Via Official Activist Blog
5. Trash The Transfer Tax - Via Aleph Blog
6. 15 Notes On Our Troubled Economy – Via Aleph Blog
7. Short Squeeze & Steak N Shake – Via Ragnar Is A Pirate
8. Stimulus Part 2: Fiscal Katrina On Its Way….and Warren For Spending Czar? - Via Jeff Matthews
9. Whiff Of Reflation Part 2 - Via Capital Spectator
10. Yield On Cost Matters - Via DivNet
11. Sohu A Magic Formula Stock – Via Magic Diligence
12. New Evidence Against Market Timing – Via Goode Value Investing
13. We Are Not Close To Being Sweedish Yet – Via Bronte Capital
14. Geoy Manipulation By Option Traders - Via Blogvesting
15. Protectionism In Recessions – Via Barel Karsan
16. Tax Cuts Alone Wont Boost Employment - Via Peridot Capitalist
17. What The Itex – Via Noise Free Investing
18. What I am Doing Here As An Investor – Via Investing Internals
19. Investor Bullish Sentiment Falls – Via Disciplined Approach To Investing
20. Will Warburg Pincus end up in the private equity hall of fame? They need to pull off a coup with MBIA - Via Can Turtles Fly
21. Coca Cola A real Dividend Aristocrat? - Via Divends Value
22. Riding The Roller Coaster - Via Information Arbitrage
23. Be Like Mike -Via A Dash Of Insight
