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1. Notes from Buffett Meeting 2/15/2008

(via undergroundvalue.blogspot.com)

Students from Emory's Goizueta Business School and McCombs School of Business at UT Austin were invited to come visit Mr. Buffett for a Q&A session.

2. Great Businesses According to Buffett

(via www.fatpitchfinancials.com)

The most interesting part of this year’s Berkshire Hathaway letter to shareholders was Warren Buffett’s discussion of what kinds of businesses turn him on. This article takes a closer look at the elements that make a great business according to Buffett.

3. Gannon to Barron’s: Berkshire Fairly Valued…As a Buffettless Empire!

(via www.gannononinvesting.com)

Geoff Gannon writes this blog post in response to Barron's "Sell Buffett" cover story. The post looks at a fair value for Berkshire (BRK.A) shares and finds that there is currently no real "Buffett premium" baked into the stock price. In fact, if Buffett gives Berkshire another 9 years, Berkshire may end up being a bit undervalued at the latest price of $143,000 per "A" share.

4. Nine Notable Dividend Increases

(via www.dividendgrowthinvestor.com)

Several large companies announced dividend increases over the past week. One of the most notable bullish calls came from the telecom sectors as AT&T (T) showed confidence in its business model by increasing its dividend payment to shareholders for the twenty fifth consecutive years. Despite the tough macroeconomic conditions AT&T (T) is still committed to raising its quarterly dividend.

5. On Ben Graham and Bank Stocks

(via www.gannononinvesting.com)

Geoff Gannon writes a post on Ben Graham and Bank Stocks in response to Jason Zweig's most recent column: "Jason Zweig writes the Intelligent Investor column for The Wall Street Journal. I’m sorry to say this week’s column is especially unintelligent."

6. Bruce Berkowitz on Sears Holdings (Video)

(via www.bloomberg.com)

7. Berkshire Hathaway shareholder letter 2007 (Direct PDF link)

(via www.berkshirehathaway.com)

Enjoy =)

8. Stock Analysis: Associated Banc-Corp (ASBC)

(via www.thediv-net.com)

Associated Banc-Corp operates as the bank holding company in the United States. It offers various banking and nonbanking services to individuals, businesses, and governments/municipalities in Wisconsin, Minnesota, and Illinois. Linked here is a detailed analysis and commentary.

9. Forbes Best Small Companies Project: Part 3

(via www.oldschoolvalue.com)

Going through companies 33-70 has produced 10 candidates. Find out what they are.

10. The Ultimate Value Trap

(via nurseb911.blogspot.com)

Analysis of why GM should be avoided by value investors due to competitive disadvantages

11. Berkowitz Sees Volatility As An Opportunity

(via money.cnn.com)

"Volatility equates to opportunity and not risk," said Bruce Berkowitz, one of the fund's FAIRX three managers. "Risk is the chance for a permanent loss. This is the kind of environment that Warren Buffett has been patiently awaiting for many years."

12. Buffett Sees No Credit Crunch, Forecasts Lower Dollar

(via www.bloomberg.com)

This article discusses several comments by Warren Buffett today from Toronto on the credit crunch, the U.S. dollar, inflation, and the bond insurance business.

13. USG Stock Report

(via collegeanalysts.com)

This is a stock report (13 pages, PDF format) I recently wrote on USG.

14. Warren Buffett on the Economy

(via foxnews1.a.mms.mavenapps.net)

Video footage of Warren Buffett talking about the economy with FOX Business anchor Liz Claman.

15. Discounted Cash Flow & Stock Valuation | Old School Value

(via www.oldschoolvalue.com)

What is a Discounted Cash Flow analysis? Learn the variables involved and how to apply and think about it.

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