Value Investing News

Submit questions for my upcoming interview with a bank analyst (and value investor) at a large buy-side fund. Financials are typically described as tough for value investors to analyze, so this is a good time to ask questions.

I interview Paul Sonkin manager of the Hummingbird Value fund. Sonkin uses a strategy where he invests in microcaps and arbitrage situations, a strategy that's accessible to most small investors.

Joel Greenblatt and Richard Pzena write in the 1981 Journal of Portfolio Management that portfolios of net nets can outperform market indexes. They show the results with different portfolio criteria.

Fox Business had a great interview with all 3 of these guys, together, yesterday. I've provided links to all 8 segments since they're not linked together in one place on the Fox Business site.

A video interview with Prem Watsa of Fairfax Financial. It's likely that this is his first TV interview.

An analysis of Western Sizzlin as an investment prospect, looking at restaurant ops, land holdings, its investment advisory business, and investments in ITEX and SNS.

Daniel Roberts' compilation of intrinsic value estimates for Berkshire Hathaway, using a variety of methods and analysts views on the company.

Responding to the negative reactions to Berkshire Hathaway's 2008 annual performance and Warren Buffett's letter to shareholders.

The Fairholme Fund's recent troubles, Bruce Berkowitz and the Nov. conference call, and why you shouldn't be too worried.

Looking at Seth Klarman's thoughts on how to invest with deflation in mind, since asset values typically decline during those periods.

Transcript of Bill Ackman's interview with Charlie Rose. He goes into detail on the financial crisis, bailout, new presidential administration, and automakers.

A look at Aubrey K. McClendon, CEO of Chesapeake Energy's margin call which forced him to sell all his CHK stock and the techniques that the Fairholme Fund uses to evaluate managers.

Berkshire Hathaway will invest $5 billion in Goldman Sachs. In addition, Goldman will raise at least $2.5 billion in common equity in a public offering. Berkshire will have warrants to buy another $5 billion in common stock.

AIG plans to announce their new restructuring plan tomorrow and some of their assets may be attractive to Buffett's Berkshire Hathaway.

A look at the Treasury's plan for Fannie Mae and Freddie Mac, plus Guy Spier of Aquamarine Capital Management's guidelines for protecting your portfolio from Black Swans