Nightly (Value) Investment Links#71
(As Always Click on Titles To Access The Article)
Newspapers & Direct Sources:
0. Administration Tying Its Self In Knots To Avoid Doing The Right Thing – Via Cluster Stock
1. How David Rubenstein Is Like Eliot Spitzer – Via Felx Salmon @Portoflio.com
2. Art As A Financial Asset Class – Via Felix Salmon@Portfolio.com
3. First Kill All The Economists - Via Paul Kedrosky
4. Right Now Cash Beats Buffett – Via Forbes
5. Fingers Burned Today Will Save Fingers Tomorrow – Via FT
6. Recession Can Change A Way Of Life - Via NYT
7. Big Risks For US Trying To Value Bad Risks – Via NYT
8. Germany Amending Corporate Governance Code - Via Corporate Law Blog
9. Kevin Byun’s Denail Partners Gains 28% In 2008 Read Partnership Letter Here - Via Manual Of Ideas
10. Mega Video Collection: The Great Insights Of HBS Entrepreneurs - Via Manual Of Ideas & HBS
11. This Deficit Is Different & Dangerous – Via Forbes
12. On Brandeis & Rose Art Museum – Via Footnoted
13. Davos In The Fillings – Via Footnoted
14. Will India’s 10 Dollar Laptop Change PC Business Model – Via 24/7 Wall st
15. Is Level 3 Close To Default – Via 24/7 Wall St
16. Why Are We Insuring Toxic Assets In Banks – Via Cluster Stock
Link Carnivals & Festivals:
1. Paul Kedrosky’s Recommended Readings – Via Paul K
2. Todd Sullivan’s Monday Links – Via Todd Sullivan @ Value Plays
3. Abnormal Returns: Sunday Link Fest – Via Abnormal Returns
4. Abnormal Returns: Monday Links- Unsophisticated Investors – Via Abnormal Returns
5. Wall Street Folly Roundup - Via WSF
6. 52 Week Low List - Via 24/7 Wall St
Blogs:
0. Book Review: Dr. Mr Buffett & Gannon On Buffett & Derivatives- Via Gannon On Investing
1. New Gannon Podcast Episode Monday Feb 2nd - Via Gannon On Investing
2. Beware Of Company Extravagance – Via Investing Internals
3. ETF Update: A Time Of Uncertainty – Via A Dash Of Insight
4. Doomsday Argument: Market Version – Via Paul Kedrosky
5. US Economy Can’t Recover If Measures Are Protectionist – Via Peridot Capitalist
6. Digital Diminishment Of Fedex & UPS – Via Todd Sullivan @ Value Plays
7. Fortesque Says Iron Ore Market Booming - Via Top Down/ Bottom Up
8. Value Investor Time Management – Via Understanding & Applying Value Investing
9. Dividend Stocks Proving Not All Stocks Are Risky - Via Value Investing News
10. Cash Even Beats Buffet - Vinvesting
11. Thain’s Gains & Losses - Via Barel Karsan
12. TD Ameritrade: Great Stock & Reasonable Price – Via Blogvesting
13. 10 Red Flags In Finanial Statement Filings – Via Magic Diligence
14. Fun With ETFs – Via Old School Value
15. Stock Analysis BP – Via The Div
16. Finding Gold In Poo - Via Yes & Not Yes
17. Reit Wrecks – Via Yes & Not Yes
18. Foreclosures Are The Solution Not The Problem – Via Investing Joy
19. January’s “Returns” Chill – Via Capital Spectator
20. The Return Of Capital - Via Triaging My Way To Financial Success
21. Congress’ New Motto 220 Years Still Not Listening - Via Jeff Matthews
22. In Praise Of Ponzi – Via Paul Wilmott’s Blog
23. SoapStone Networks - Via GreenBackd
24. Credit Default Swaps & Mortgage Backed Securities - Via Derivative Dribble
Other Interesting Finds: Research Papers Etc (this category may not appear on a daily basis):
1. Keys To Getting A Job In An Industry In The Toilet – Via Long Or Short Capital
2. Paper On The Future Of Securities Regulation – Via Finance Professor
3. The Seductive Allure Of Neuroscience Explanations – Via Neuroskeptic
4. Academic Ideals – Via Overcoming Bias Blog
5. Illusion Of Confidence & Confidence Of Illusion- Via Think Markets
6. Financial Development In Transition Economies - Via UMich
7. Compensating Incompetence - Via Mises.Org
8. Keynes As A Public Works Skeptic – Via Think Markets
9. Ranking State Recession Risk – Via Economic Policy Review
10. Behavioral Accounting: Executive Overconfidence & The Slippery Slope To Fraud – Via Finance Professor
11. Bank Insolvency Tips & Tricks – Via Interfluidity
12. Speculations About Investment Club Returns – Via Sociological Eye
13. Paper: On Risk Management For Hedge Funds - Via GloriMundi
14. Teaching Economics @ The University - Via Mises.Org
15. Art As A Financial Asset Class – Via SSRN
