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)
OneBeacon Insurance: Value Research on Demand
Seth Klarman’s Baupost Group Buys Microsoft Corp., BP, Allied Nevada Gold
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.
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
Introducing a New Series: The Art of Rhetoric in Manager Selection
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)
