Nightly (Value) Investment Links 98

Daily Feature:

Jeremy Grantham Reinvesting When Terrified – Via Value Investing World  (Read Now)

Newspapers & Direct Sources:

1. Whitney Tilson’s Waiting To Pounce - Via Kiplingers

2. Greenspan The Excellent Obfuscator – Via Aleph Blog

3. The Revent Of Karl Marx - Via Atlantic & Paul K

4. Robert Shiller: A Failure To Control Animal Spirits – Via FT

5. House Of Cards – The New Yorker

Link Carnivals, Recommended Readings, & Link Festivals:

1. Wall Street Folly Headline Roundup - Via WSF

2. Abnormal Returns Wed Links – Via AR

3. Todd Sullivan’s Daily Links – Via TS

4. Paul Kedrosky’s Daily Readings - Via Paul K

5. Felix Salmon Extra Credit Wed – Via Felix S

6. Economist View Links - Via EV

7. Naked Capitalism Links- Via NC

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

1.  Inflation Is Coming Back Buffett Warns In His Latest Letter - Via Guru Focus

2. John Stewart Exposes  Cramer - Via Manual Of Ideas

3. Everything’s Amazing No One Is Happy – Via Value Investing & Buy Value

Blogs:

1. An Interpretative Financial Tale – Via Financial Tales

2. Bear Market Still Not Over – Via Peter Schiff

3. Ebays 2009 Analyst Day - Via Wide Moat

4. Eva Explained – Via Thinking About Investing

5. The Ken Heebener Way – Via Guru 5

6. Rackable Systems Inc - Via GreenBackd

7. Intrade Futures & Trades You’ve Gotta See this - Via Darwin’s Finance

8. How Not To Run A Trading Operation From India - Via Daily Speculations

9. Many Facets Of A Value investor – Via StockManMarc

10. Phoneix Strategy Update – Via HSOTM

11. Has Fear Blinded Investors To Value (Analysis) - Via DivNet (Thanks For The Mention)

12. Negative EV for Net/Nets Screen - Via Old School Value (Awesome)

13. Accrued Interested On Voodoo Math – Via Bronte Capital

14. Paul Krugman’s False Logical Step – Via Bronte Capital

15. Hitting Up Cas - Via Barel Karsan

16. Stressed Valuation For Entertainment Properties - Via College Analysts

17. Thoughts On Buffett’s Letter - Via Understanding & Applying Value

18. Closer Look At Berkshire Equity Put – Via Todd Sullivan

19. Merrill Lynch Gets Less Negative - Via Peridot Capitalist

20. Dollar Defies Recepie For Collapse - Via Controlled Greed

21. Treasury Eyes Stimuls Debit Card To force People To Spend – Via CIN

22. Expedia Added To Watch list – Via Can Turtles Fly

23. Should You Sell A Dividend Stock After A Dividend Freeze – Via Dividends Value

24. Clumsy & Random Thoughts On The Bottom – Accrued Interest

25. Searching For The Bottom Valuation – Via A Dash Of Insight

Forums & Message Boards:

1 . Naclo (NLC): Warren Buffett’s Bet on Water at Berkshire Hathaway – Via Guru Focus

2. Agrium, Inc. (AGU): Stock of the Day – Via Guru Focus

3. AvalonBay (AVB): REIT rental returns – Via Guru Focus

4. Inflation Is Coming Back Buffett Warns In His Latest Letter - Via Guru Focus

5. John Embry: Exclusive Interview with Canada’s Foremost Gold Investor – Via Guru Focus

6. Nustar (NS): Pipelines and Asphalt – Via Guru Focus

7. Investment Value Analysis for AM Castle (CAS) – Via Guru Focus