Book of the week/year/ possibly century! Moneyball(updated) by Michael Lewis ( release date: Aug 22, 2011)
Investment Analysis – Energold Drilling (EGD CN): A World Class Franchise at a Cigar-Butt Price (a ridiculously good write up by my friend Ryan O’Connor, who is a member of the ultra-exclusive Value Investors Club. Ryan asked my thoughts on the write up, I tried to poke holes in his thesis and had a very tough time; 22 pages of great reading.
(HDSN) (Sum Zero top rated idea of the week)
The ins and outs of investing in the farmland boom. (Bloomberg)
China is the hot new hunting ground for dinosaur fossils. (Newsweek)
The US content of products “made in China.” (FRBSF)
How to write faster. (Slate)