Nightly (Value) Investment Links #96
Attention: We have some great reads today. Be Sure to read these first two and then also at least watch the forbes video.
Prem Watsa’s 2008 Shareholder Letter – Via Value Investing World (Read This)
&
Marty Whitman 1st Q 2009 Letter To Shareholders - Via Can Turtles Fly
Newspapers & Direct Sources:
0. Transcript Of Warren Buffett On Cnbc - Via Todd Sullivan (Great Find)
1. Ben Graham Finds S&P Still Too Expensive – Via MOI
2.Hedge Funds The Road Back - Via Investors Consigliere
3. Higher Risk, Lower Returns: What Hedge Fund Investors Really Earn- Via SSRN
4. The Fallacy Of Home Prices And The Reality Of Mortgage Modification – Via Derivative Dribble
5. Jim Rogers On China & Macro - Via Change Alley
6. Buffett Says Economy Fell Off Cliff Fears Inflation - Via Reuters
7. Scholes Advises Blow Up Over The Counter Contracts - Via Bloomberg
8. More Than 50 Trillion In Financial Wealth Wiped Out – Via CanTurtles Fly
9. Value Investing Does Ok In Japanese Crash But Not Depression – Via Can Turtles Fly
10. Is Us Treasury Next Bear Stearns – Via Information Arbitrage
11.. Berkshire Leverage & Triple A Ratings – Via Felix Salmon @ Portfolio.com
12. Run On UK…Foreign investors Pull 1 Trillion Out Of City – Via Independent Business
13. Barron’s 10 Stocks For Long Run – Via Controlled Greed
Link Carnivals, Recommended Readings, & Link Festivals:
1. Darwin’s Finance Best Of The Month – Via DF
2. Wall Street Folly Round- Via WSF
3. Abnormal Returns Monday Links – Via AR
4. Todd Sullivan Monday Links – Via Value Plays
5. Sneak Peak At Weekend Reading – Via Paul K
6. Weekly Links - Dividends Value
7. Economists View Daily Links - Via EV
8. Naked Capitalisms Daily Links - Via NC
Media (Videos, Audio, Radio Shows of Interest):
1. Podcast: Might Of The Phoneix – Via Entrepreneurial Investor
2. Fobes: The Great Fuel Fraud Of Last Summer - Via Forbes & John Chew
Blogs:
–Insight Into Decision Making - Via Lolapalooza Invesint & Dah Hui Lau–
0. Why This Wont Be Like 1929 – Via Joe Ponzio
1. David Einhorn & ROE - Via Wide Moat Investing
2. Buffett On CNBC & Other Recent Appearances - Via Guru Investor
3. Bailouts Hurting Berkshire – Via Guru 5
4. Going, Going, Galt - Via Systemically Important
5. Digirad Corp – Via GreenBackd
6. NPV & Why You Should Use It In Everyday Life - Via Darwin’s Finance
7. Survival From Jim Sogi - Via Daily Speculations
8. Mark Hulbert On Great Depression – Via Consigliere
9. Analogies Devices – TVI
10. Unstable Value Funds - Via Aleph Blog
11. Opportunities In Bank Bonds - Via Aleph Blog
12. Top Insider Buys For 2009 - Via Shadow Stock
13. 2 Shares Of Dry Clean USA – Via Ragnar Is A Pirate
14. Gold Stock Mystery – Via HSOTM
15. Cheap Stocks Update - Via Cheap Stocks
16. Taking Stock In Pfizer – Via Triaging My Way To Financial Success
17. Peter Schiff On Gold & Oil Prices - Via Peter Schiff
18. Parabolic Guessing Game - Via Yes & Not Yes
19. 1000 Ft View Of Credit Crisis - Via Michael James
20. Wall Mart Stores – Via DivNet
21. Stem Cell Stocks - Via Stock Pursuit
22. Discount Brokerage Zecco Buy Cheap Stock - Via Stock Pursuit
23. Allegheny Energy – Via Stable Boy Selections
24. Optimism In Used Car Prices – Via Bronte Capital
25. Geoy Liquidation & Update – Via Blogvesting
26. Value Investors Do Add Value - Via Barel Karsan
27. Even Buffett Isn’t Perfect – Via Barel Karsan
28. Magic Formula Stocks On The Move – Via Contrarian Value Investing
29. How I’m Ahead Of Bernanke & Geithner & Whats Going On – Via Contrarian Value Investing
30. Gov’t Intervention In The Financial System Is Bad For Value Investors – Via Vinvesting
31. Wells Fargo -Via A Failed Value Investment
32. The Dangers Of Deflation – Value Investment Music Whiz
33. Valuing The Market With Tobins Q - Via Can Turtles Fly
34. Automatic Data Processing: Analysis – Via Dividends Value
35. M&A Startup In While Healthcare Economy Is Still In Tailspin – Via Arohan’s Investing Life
36. Finding Beauty In Ugliness- Via Financial Philosopher
37. Quantitative Easing Sounds Fancy – Via Thinking About Investing
