Hottest Links: Negative EV, Tiger Global, Winklevii, Brazil, Bubbles

Hottest Links: Negative EV, Tiger Global, Winklevii, Brazil, Bubbles

Hottest Links edition for Friday Afternoon (see Tuesday’s hottest links here). We hope to make hottest links a regular feature and this is just the beginning of a great linkfest to appear regularly. Feel free to send us feedback on our Hottest Links. Today we mostly feature value investing, both stocks, and research process.

Hottest Links: Negative EV, Tiger Global, Winklevii, Brazil, Bubbles

Hottest links for Friday July 19, 2013

Hottest Links: Value Stocks

Negative Enterprise Value and Titanium Holdings

Exclusive: Dan Loeb’s Two New Stock Picks [Q1 Letter]

Nestle Dan Loeb Daniel Loeb third point capital hedge fund manager activist investor poison pen activism Yahoo corporate governance famous investorsThird Point's Dan Loeb discusses their new positions in a letter to investor reviewed by ValueWalk. Stay tuned for more coverage. Loeb notes some new purchases as follows: Third Point’s investment in Grab is an excellent example of our ability to “lifecycle invest” by being a thought and financial partner from growth capital stages to Read More

Stocks with a negative enterprise value absolutely crush the market. See more details on that topic below.

[Nate Tobik, Oddball Stocks]

Tiger Global Starts BBA Aviation Stake

Hedge fund Tiger Global  has a new position in UK listed BBA Aviation (LON:BBA). Read more at Market Folly for details.

[Market Folly]

The Case for Brazil, the World’s Most Hated Stock Market

Looking for a country which has favorable trends and a very cheap stock market? Brazil could be the investment of a decade. Josh Brown explains the case in a new post.

[Joshua M Brown, The Reformed Broker]

Winklevoss Twins to Speak at VIC

This year at VIC the Winklevoss twins will be pitching an investment. Will it be there new bitcoin ETF? Find out at the conference!

Discount Code: N13VW3 for ValueWalk readers

[Value Investing Congress]

This Stock was Down 40% the other day, Is it Time to Buy?

Third Avenue Management  owns 6.52% of shares, Pzena owns 6.94% of shares outstanding), Royce, Kennedy, BlackRock, Inc. (NYSE:BLK) are also large owners. Check out the value base for this company.

[Shadow Stock]

Hottest Links: Economy

Glass-Steagall is Dead – Get Over it.

Glass-Steagall is dead declares Prag Cap, see why he thinks we should just get over it below.

[Frances Coppola, PragCap]

CFA Charterholders Just Want to Have FUN

The title speaks for itself, check below from CFA institute for the details.

[Christopher R. Pavese, CFA Institute]

13% and 15% Pretax Returns Now!

Brooklyn Investor is out with a new article, and they are always worth a read so take a look.

[KK, The Brooklyn Investors]

The Anatomy of a Special Situation

Want to know how to evaluate a special situation? Check out this great research.

[Mr Market Blog]

“Bubbles Forever”

From the famous professor and author of Irrational Exuberance.

[Robert Shiller, Project Syndicate]

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