Book of the week: Griftopia: A Story of Bankers, Politicians, and the Most Audacious Power Grab in American Historyby Matt Taibbi
Community Bankers Trust (BTC) Sumzero idea of the week. If you want access to the 3500+ investment write-ups (and match the criteria listed here) email me, [email protected]
Why understanding the macro is so important for (value) investors. (Pragmatic Capitalism)
Buffett Provides an Investing Education in 500 Words
Charting Banking XXII: three years after Lehman
100 Ways to Beat the Market #9: Cash is King!
hBuffett, Berkowitz And Chou Can’t All Be Wrong On The Banking Sector
‘No Doubt’ About Pressures in Australia Economy
Mahindra Satyam: A Taxing Problem (Final Draft)
Gaining by betting against flimsy Chinese firms
Can the World Still Feed Itself?
Job Growth Grinds to a Halt
S&P Rates Subprime Mortgages Higher Than U.S.
Bill Nygren Buys Google Inc., Walt Disney, Encana Corp., Sells Johnson & Johnson
Takeaways from SVP’s Recent Investor Conference Call
7th graders beat the market with simple principles
Preferred Stock Should Be Examined as a Liability
Invest with Style
Colefax’s exceptional year
The “dumb money” is still bearish. (The Technical Take)
Algorithms are smarter than people until they start interacting with each other. (The Physics of Finance)
John Bogle killed your portfolio. (Phil Pearlman)
Dan Loeb’s Third Point Outperforming, Reduces Exposure Yet Again
Warner Chilcott Dispenses Healthy Retirement Pay…
A look inside the ratings agencies
Primer on craft brewers
Free As An Eagle
Pabrai 2010 AGM Meeting Notes
Follow up to the bond yield scenario during deflationary busts
Activism At GTSI
The Great Bank Robbery
Why Bill Ackman Bought More Citigroup (C)
August Shakes, Rattles, and Swirls
Merger Arbitrage Mondays – August 29, 2011
Financial Complexity, Part 1
Noise Free Investing’s Q2 2011 letter: Good review of Eddie Lampert’s buy in AutoZone.
ITT spin part 1 – defense segment
Where I’ve gone wrong with spinoffs
Why Levies on High-Speed Trading Won’t Work
On Sale. 40% off my Highest Conviction Pick.
If You Only Invested Then…A Little Motivation for Now
Why Are Finland’s Schools Successful?
Risk management and sounding crazy