Digging into the portfolios of some well-known value investors.

It's that time of year, and some of our favorite managers have just released their 13fs:

The latest roundup of some of the best stock related blog posts made last week.

Glenn and Tilson's presentation on the EMC stub, Resource America and Berkshire Hathaway.

James Altucher explores the weakening of the U.S. housing market, subprime loans, Alt-A loans, and how hedge funds are mixed into this mess. He ends the article with some investment ideas. (Good luck James on your house hunting.)

This article tells of the many opportunities available out there. It says that many small caps have barely any analyst coverage and under 6,000 companies are covered by at least three analysts these days.

Highlights from last week's Ira W. Sohn Investment Research Conference. This report is a bit more detailed than the New York Times article and includes more stocks that were mentioned during the conference. (Subscription required)

A trading website expects its subscribers to pay for ideas and content that appears to be reproduced from a free newsletter.

Excerpt: "The fund [CalPERS]warned it would start or step up existing efforts to push for changes if the companies do not act quickly themselves. Calpers is already pursuing shareholder proposals at four of the 11 companies."

I found the thought of CalPERS as a potential activist investor very interesting.