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Submit Questions: Interview with a Bank Analyst

(via streetcapitalist.com)

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.

My interview with Paul Sonkin of Hummingbird Value

(via streetcapitalist.com)

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.

How the Small Investor Can Beat the Market

(via streetcapitalist.com)

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.

Interview: Warren Buffett, Charlie Munger, and Bill Gates

(via streetcapitalist.com)

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.

BNN TV interview with Prem Watsa

(via www.theglobeandmail.com)

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

What's Sizzlin at WEST

(via streetcapitalist.com)

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.

Survey: Berkshire Hathaway's Intrinsic Value

(via streetcapitalist.com)

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

The Warren Buffett Backlash

(via streetcapitalist.com)

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

Mr. Market hits the Fairholme Fund

(via streetcapitalist.com)

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

Seth Klarman: Investing Against Deflation

(via streetcapitalist.com)

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

Transcript: Bill Ackman on Charlie Rose

(via streetcapitalist.com)

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

Does a Margin Call Make a Bad CEO?

(via streetcapitalist.com)

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 Invests in Goldman Sachs!

(via www.bloomberg.com)

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 Restructuring: Good for Buffett?

(via streetcapitalist.com)

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

Fannie, Freddie, and Preparing for Black Swans

(via streetcapitalist.com)

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