Home Business Hottest Links: Why We Invest, Twitter Value, And 2013’s Top Analysts

Hottest Links: Why We Invest, Twitter Value, And 2013’s Top Analysts

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Hottest links for Tuesday, January 21st, the late edition (see Monday’s edition here). Get our free daily newsletter (which HAS BEEN RECENTLY UPDATED) and never miss a single linkfest. Also, now if you sign up you will get our new e-book on value investing.

Top stories are included below.  Some great stories today, including a great interactive graphic over at Bloomberg, an analysis of asset allocation, and a Google Glass user being detained by Homeland Security.

Hottest Links: Stories

Value Investing

Global Investor Poll

There is a fairly massive interactive graphic over at Bloomberg, covering all sorts of sentiment data: [Barry Ritholtz, The Big Picture]


Why We Invest the Way we Do…

Whats makes a successful business? A diverse portfolio products and or services with a focused group of managers. Likewise if we are to be successful investors we need a diverse portfolio that is full of cheap businesses. [Jonathan Webb, SimpleNCheap]

Micro Cap Contrarian..Value Based Ideas

Each idea has unique value attributes. These stocks may be ugly, just not as ugly as their price performance. Stocks include; GSE Systems, Inc. (NYSEMKT:GVP), Ruby Tuesday, Inc. (NYSE:RT), Luby’s, Inc. (NYSE:LUB) and more. [ShadowStocks]

An FBI Agent Reveals 5 Steps To Gaining Anyone’s Trust

I had an opportunity to ask Robin Dreeke a few questions. Robin is in charge of the Federal Bureau of Investigation’s elite Counterintelligence Behavioral Analysis Program and the author of It’s Not All About Me.  [Shane Parrish, Farnam Street]

Find the Metric

I’m an investor in InfuSystem Holdings Inc (NYSEMKT:INFU) and the company’s main source of revenue is from renting out a fleet of infusion pumps. The company buys infusion pumps to add to their fleet, and then rents the pumps to patients for the useful life of the pump. [Ray Bonneau]

Which asset allocation is right for you?

Let’s face it, we all want the ideal asset allocation. That perfect combination of asset classes that will make our dreams come true. [The Accumulator, Monevator]

How Technology Is Reshaping And Commoditizing The World Of Investment Advice

The ongoing march of technology and explosion of the internet over the past 20 years is slowly but steadily reshaping the world of investing advice. [Michael Kitces, Kitces.com]


European Equities: In the Market with an Airbag

Confidence returned to European markets in 2013 after several turbulent years. As the continent continues to resolve its problems, we believe that European stocks offer compelling long-term return potential. [Michele Patri, Pragmatic Capitalism]


A Conservative Estimate of 10 Year Total Returns for the S&P 500

In prior pieces, I’ve stated that I think the S&P 500 (INDEXSP:.INX) at around 1775 can return between 5% and 6% per year over the next 10 years, a number that is significantly more attractive than the yield offered by the 10 year bond, especially after adjusting for differences in tax rates. [Philosophical Economics]

trill Hottest Links

TGISVP – Hot or Not Snapshot

Certainly seems like people would like to see another year of The Great Irish Share Valuation Project! It’s tempting – the Irish market’s definitely been good to me in the past two years (despite my regular warnings about home bias). [Wexboy]

The Reformed Trader

From that moment on, I started to see Wall Street with new eyes. I noticed the vitriol that traders directed at the government for limiting bonuses after the crash. [Joshua M Brown, The Reformed Broker]

UniCredit SpA (BIT:UCG) hands off risk to US fund Mariner Investment Group

A New York hedge fund group has persuaded US pension funds to take on some of the risk of lending to Italian infrastructure projects.. [Stephen Foley, FT]

Madoff, MLK, Buddha And Elusive Nature of Self-Interest

I sought his advice on some topics and ideas for posts, but he continuously pulled me back to the human element, the psychology of the issues we discussed. Why would Madoff do it? How did he get away with it? Why do regulators not regulate? Could the auditors have caught it? [Francine McKenna , re: The Auditors]

How to value IFRS 19 pension liabilities

With IFRS 1, pension liabilities have become a bigger topic, as now pension liabilities are “on balance sheet” and changes are recorded in the comprehensive income statement. [Memyselfandi007, ValueAndOpportunity]

Lansdowne sees ‘immense’ value in Twitter

Lansdowne Partners has bought a stake in Twitter Inc (NYSE:TWTR)telling investors that it sees “immense” opportunity in the stock even though the micro-blogging website has yet to make a profit. [Louise Armitstead, The Telegraph]

Liberty Media update: the proposed SIRI takeover

Liberty has proposed a takeover of Sirius XM Holdings Inc. (NASDAQ:SIRI) at a tiny takeover premium.  Here’s what I think.. [Glenn Chan, Glenn Chan’s Radom Notes on Investing]

Scaramucci’s SkyBridge Gains 38% Keeps Housing Bets: Mortgages

In the past few years, the Federal Reserve’s unprecedented stimulus contributed to some of the biggest returns for money managers investing in mortgages. [Jody Shenn and Katherine Burton, Bloomberg]

Top Analysts of 2013

TipRanks presenation on the top analysts of 2013. [TipRanks]

SWS Group, will they receive a higher takeover bid?

A week and a half ago investors in SWS Group Inc (NYSE:SWS) might have received what they wanted, a higher share price.  The higher price came in the form of an unsolicited offer to buy the company at $7 per share from Hilltop Holdings Inc. (NYSE:HTH). [Nate Tobik , Oddball Stocks]

Google memo to employees on shuttle flap

A leaked Google Inc. (NASDAQ:GOOG) memo offered tips to San Francisco employees on what to say during a city meeting on the controversial commuter buses used by the tech giant. [Benjamin Pimentel, The Tell]

Liberty Global Pondering Latin American Asset Spinoff

While Mr. Malone was busy making other news, Liberty Global plc (NASDAQ:LBTYA) revealed in a filing related to a separate transaction that it was considering a spinoff of its Latin American businesses. [Spin Doctor, Stocks Spinoffs]

Hottest Links: Not The Onion

AMC movie theater calls “federal agents” to arrest a Google Glass user

Because I don’t want Glass to distract me during the movie, I turn them off (but since my prescription lenses are on the frame, I still wear them). About an hour into the movie (Jack Ryan: Shadow Recruit), a guy comes near my seat, shoves a badge that had some sort of a shield on it, yanks the Google Glass off my face and says “follow me outside immediately”. [Julie Strietelmeiser, The Gadgeteer]

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