Nighty (Value) Investment Links #39
As Always Click on Titles To Access The Articles
Newspapers & Direct Sources:
1. Watch Jim Rogers Latest Interview - Via CNBC
2. General Motors & Ford CEO’s Put Their Money On The Line - Via LA Times & Paul Kedrosky
3. 10 Principles Of Corporate Governance – Via Real Business & Carl Ichan
4. Auditors Urge Treasury To Add Bailout Controls - Via NYT’s Deal Book
5. Global Imbalances Threaten The Survival Of Liberal Trade - Via FT & Paul Kedrosky
6. Hong Kong Residential Sales Plunge 79% - Via Bloomberg
7. The Paradox Of Thrift - Via Northern Trust
8. Ivy League & Banking - Via Bankers Ball
9. Thoughts For The Day: Private Equity & Venture Capital - Via Information Arbitrage
10. Treasury Considers Plan To Stem Home Price Decine – Via WSJ
Blogs:
1. Buy A Company With A Future (Based On Its Past) – Via Value Investing
2. Predicting Weakness For PE & Hedge Funds - Via Wall Street Folly
3. Listen To The President Elect - Via The Aleph Blog
4. Mr. 1 Up On Wall St - Via StockManMarc
5. 100 Year Bonds - Via Crossing Wall Street
6. Price Momentum In Victorian Times - Via SSRN & Paul Kedrosky
7. Trouble In The Buyout Market - Via Private Equity Blogger
8. Debating The Value Of Zero - Via The Capital Spectator
9. Portfolio Weighing - Via The Money Gardener
10. No Dividend Cuts From Canadian Banks – Via The Div-Net
11. Auto Companies Bailout Vs Bankruptcy - Via Stock Pursuit
12. Analyzing Financial Statements And Aero Grow - Via Old School (Great Find)
13. Gmac Smart Notes & Land America Renamed – Via Investing From The Right
14. Curbing Rent Ceilings - Via Barel Karsan
15. Investment Sins Part 6: Anger/Wrath - Via Value Investment Music Whiz Journey
16. The Manual Of Ideas – Via Value Investing World (Great Find)
17. Analyst At The Confessional - Via Value Discipline
18. Digimar Analysis - Via Top Down Bottom Up
19. HNR : Huge MOS But Currently Unprofitable – Via Top Down Bottom Up
20. Book Review: End Of Prosperity - Via Todd Sullivan
21. Financial Retail Weakness Mask Underlying Core Profitability - Via The Peridot Capitalist
22. Invert: Always Invert – Via Sham Gad
23. Investment Idea: Junk Bonds Part 2 - Via My Value Idea
24. Constellation Energy Shares Will Pop On New EDF Offer - Via Fat Pitch Financials
25. Bernanke’s Latest Inflation Trick – Via Contrarian Investor Journal
26. Stock Analysis: Becton Dickinson – Via Dividends 4 Life
27. Wall Street Thruthiness -Via A Dash Of Insight