Sunday Linkfest August 14th 2011

    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)

    Seth Klarman: Investors Always Need A Strategy To Guide Them

    Volatility"Many investors lack a strategy that equips them to deal with a rise in volatility and declining markets," Seth Klarman told his audience in a speech at MIT in 2012. Q3 2020 hedge fund letters, conferences and more Klarman was talking about the benefits of having a strategy, such as value investing, to provide a Read More


    OneBeacon Insurance: Value Research on Demand 

    Seth Klarman’s Baupost Group Buys Microsoft Corp., BP, Allied Nevada Gold 

    Migao…Fraud or Opportunity

    BAC CEO and Bruce Berkowitz Press Conference

    How Would You Run a Rating Agency?

    Interview with quant and blackjack legend Edward Thorp 

    A Short Story of Successful Dividend Investing

    Wireless Xcessories (WIRX)- a net net trading for half of book value

    Special report: The perils of Paulson

    Investing During Market Declines 

    Merger Arbitrage Mondays – August 8, 2011

    In theory: Value investing from the masters

    Mr. Market doesn’t disappoint.

    GOLD AT $10,000? 

    Guess the Worst Performing Financial Stock This Week. You’re Probably Wrong

    The Dreaded ‘It’s Different This Time’ Tag for Banks

    Tutorial to Easily Auto Track Insider Transactions

    VIP compensation for Madison Square Garden execs

    Time To Be Greedy 

    Introducing a New Series: The Art of Rhetoric in Manager Selection

    Deliberate Practice & Reading

    Redacted Version of the August 2011 FOMC Statement

    Sleeping Like a Baby with Your Investment Dollars

    Why now is the time to invest in California real estate

    Is There Enough Money on Earth to Save the Banks?: Jonathan Weil

    SEC Reviews S&P Math, Possible Leak of Rating

    David Einhorn: Covered Shorts and Made “Modest” Long Investments This 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)