MiguelB Posted April 29, 2009 Posted April 29, 2009 Hi Guys My name is Miguel Barbosa. I run http://www.SimoleonSense.com & http://www.NightlyInvestmentLinks.com SimoleonSense is dedicated to the Charlie Munger approach of making value investors more well rounded. Nightly Value Investment links - aggregates daily links from the top value investing blogs/newspapers/videos etc Below is an example of tonight's nightly links. Unfortunately, I don't know how to paste them in otherwise I would just provide them on here every night. If the links below sound interesting check out http://www.NightlyInvestmentLinks.com Daily Features (At Least Read These Articles): 1. Collection of Materials & Coverage Of 2009 Berkshire Hathaway Annual Meeting - via Morning Star 2. Gates Makes Lifetime Pledge To Buffett’s Berkshire - Via Bloomberg, Value Investing World & Corner Of BRK @ FFH 3. Video: Warren Buffett on Succession - Via GuruFocus 4. Seth Klarman Video - Via Compounding Machines 5. Ori Eyal’s Letters to Investors - Via Manual Of Ideas 6. Tom Barracks Latest Letter: We Are Much Better Than Our Circumstances - Via Colon y Capital 7. Berkowitz Says: Being Like Buffett May Mean Parting Ways with Him - Via Morning Star 8. Travelzoo’s Performance Impresses - Via Manual Of Ideas 9. Anatomy of Common Stock Due Diligence: Be sure to also check out the Blue Ridge capital reading list available via this post -Via Distressed Debt Investing 10. Interview With Christopher Browne from Tweedy Browne back in 1999. - Via Mr. Market Blog 11. Invest Like It’s The End of the World and Be Rewarded - Via Sham Gad 12. Negative Relationship Between Local/State Tax Burden and Economic Growth - Via Farnam Street 13. Why Insurance Stocks and Why Now? - Via Corner Of Berkshire & FFH 14. Time Magazine-Investment Guru Jim Rogers - Via All Things Jim Rogers 15. Is GM Worth $125 Billion? - Via Manual Of Ideas 16. How to Value a Commodity - Via Joe Ponzio Fwall Street 17. What Affects Commodities Prices - Via Joe Ponzio FWall Street 18. Investing in Commodities; Base Metals - Via Joe Ponzio @ Fwall Street Newspapers & Direct Sources: 1. Monetizing antiquities (without selling them) - Via Felix Salmon Link Carnivals, Recommended Readings, & Link Festivals: 1. Wall Street Folly Headline Roundup - Via WSF Media: Videos, Podcasts, Etc 1. Video: Whalen on Government Guaranteed Bank Debt - Via Fundamental Analyst 2. Video: Peter Schiff Market Update - Via Peter Schiff Blog 3. Latest Jim Rogers Bloomberg Video Interview, April 2009 - Via Jim Rogers Blog Blogs: 0. TOP 10 MAGIC FORMULA STOCKS BY DIVIDEND YIELD, P/S, AND P/B RATIOS - Via Magic Diligence 1. En Pointe Technologies, Inc (NASDAQ: ENPT)- Via Value Huntr 2. Templeton and the Auto Industry - Via What Would John Templeton Say 3. Reverse Corp gives Gloomy Profit Forecast - Via Fundamental Analyst 4. Quote of the Month - Via Fundamental Analyst 5. Searching for Rational Management - Via WideMoat 6. Arnott: Value Stocks Priced at or below Depression Levels - Via Guru Investor 7. The Great Depression “25-Year Recovery” Myth - Via Guru Investor 8. ABTL’s board rejects “grossly inadequate” Trilogy offer - Via GreenBackd 9. Berkowitz Sticks with Leucadia - Via Guru 5 10. Posner Critique of Executive Compensation - Via Official Activist 11. Gambling, Speculation or Asymetrical Returns? - Via Bootstrap Investing 12. CMG: Burritos con Profits! - Via Iconoclast 13. Too Big To Fail IS Failure - Via Barel Karsan 14. Berkshire’s 31% Decline Spurred by Derivatives Buffett Derided - Via Vinvesting 15. News Corp. Looks Interesting - Via Todd Sullivan 16. William D. Cohan: House of Cards - Via Enterprising Investor Forum 17. Credit Markets Slowly Improving - Via Disciplined Approach To Investing 18. If you are a contrarian and believe in re-flation, worth considering natural gas - Via Can Turtles Fly 19. Well, looks like we don’t need to wait until May 4th for bank results - Via Can Turtles Fly 20. Articles to Peruse - Via Can Turtles Fly 21. Home Prices: A little higher! A little higher! - Via Accrued Interest Forums & Message Boards: 1. Fidelity National Financial (FNF) Misses; Underlying Metrics the Real Story - Via Guru Focus 2. NYSE Euronext – A Survivor - Via Guru Focus 3. Is State Street Corp now a Bankable Proposition? - Via GuruFocus 4. Weekly CFO Buys Highlight: Skye International Inc and Reddy Ice Holdings Inc. - Via GuruFocus 5. 52-Week High Companies: Darden Restaurants, Check Point Software Technologies, Dendreon, Panera Bread Company, and 3Com Corp - Via GuruFocus 6. 25 Years to Bounce Back? Try 4½ - Mark Hulbert - Via Guru Focus 7. Iceland - economic miracle - VIa Guru Focs
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