I reviewed my portolio and went over why I own my current positions and why I sold positions recently.

I review my portoflio and briefly look over some new ideas

High Risk or High Uncertainty? Pabrai Funds owns a large portion, but his entry point is much lower. Anyway, take a look at this analysis.

Disclosure: I am long CRYP

I currently have 4 'long-term' holds, one special situations and 30% cash. I discuss my holdings and five potential stocks I could buy soon.

Excerpt: "Every one of the companies in his [Monish Pabrai] portfolio seems to have two qualities: deep value (as measured by a low multiple over assets or earnings) and a slight taint of scandal or uncertainty."

How could I not link to this article? I have a position in everyone of these companies.

I reviewed Mohinsh Pabrai's portfolio.

Mohnish Pabrai bought more Delta Financial Corp., Harvest Natural Resources Inc., Cryptologic Inc., FreightCar America Inc., and Berkshire Hathaway. He sold half of his position in MDC Holdings Inc., half of Star Gas Partners LP, most of remaining Universal Stainless Alloy, and a good chunk of Lear.

James Altucher of Stockpickr says, "In this article, I want to focus on the Dogs of the Magic Formula: the 10 stocks that have been crushed over the past year that now meet the other criteria, which are described below."

Disclosure: I own shares of BRK, OVTI, TRLG, and CRYP

Value Investing World's Stock Analysis of Cryptologic. I am proud to be long CRYP

What James Bond and Casino Royale tells us about our portfolios