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1. Sick of Buffett Stories?

(via valueplays.blogspot.com)

VIN should be "Buffet Investing News" so far in May. Todd Sullivan explains why too much Buffett may be a bad thing.

Submitted by MagicDiligence on Mon, 2008-05-12 12:08. | Tags:
  • Commentary
  • 3 comments
  • Full story
  • 6 points

2. Why I Bought (and Sold) Graham Corporation

(via www.fwallstreet.com)

Joe Ponzio details his reasoning for buying the small company stock of Graham Corporation, the unique attributes of small caps, and why he decided to sell when he did.

Submitted by George on Wed, 2008-05-14 13:03. | Tags:
  • Stock Analysis
  • GHM
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  • Full story
  • 5 points

3. Dr Pepper Snapple: Spin-off Bargain?

(via www.futureblind.com)

On Wednesday the 7th, Dr Pepper Snapple Group (DPS) officially began to trade. Its $25 price tag is lower than many expected after the soft-drink maker was spun-off of its parent company, Cadbury Schweppes.

Submitted by kenkid on Fri, 2008-05-09 19:15. | Tags:
  • Stock Analysis
  • DPS
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  • Full story
  • 5 points

4. Leucadia Releases 13-f: Can You Spell Concentrated Portfolio?

(via valueplays.blogspot.com)

88% invested in financials...

Submitted by TS on Wed, 2008-05-14 11:53. | Tags:
  • Commentary
  • ACF
  • CRESY
  • GEOI
  • IAAC
  • JEF
  • LUK
  • Login or register to post comments
  • Full story
  • 4 points

5. Garmin: Growth at a Reasonable Price?

(via www.magicdiligence.com)

Garmin is the dominant player in the fast growing GPS market. The company has delivered nearly 50% annual earnings growth since 2003, and is expected to grow at 17% per year going forward. With it's current 11 P/E, is Garmin a textbook example of growth at a reasonable price?

Submitted by MagicDiligence on Tue, 2008-05-13 07:05. | Tags:
  • Stock Analysis
  • GRMN NOK AAPL SNE
  • Login or register to post comments
  • Full story
  • 4 points

6. 4 Interesting 13F Buys (Q1-08)

(via www.futureblind.com)

Today is the day that the 13F’s are released for funds managing over $100m. Below is a list of 4 picks that I find interesting: WCG, SATS, WLP, AMWD

Submitted by Max on Thu, 2008-05-15 21:57. | Tags:
  • Filings
  • amwd
  • SATS
  • WCG
  • WLP
  • Login or register to post comments
  • Full story
  • 3 points

7. What do Buffett, Pabrai, and Jim Rogers Have in Common? They Look For the Obvious

(via circleofcompetence.blogspot.com)

It sounds crazy that Warren Buffett and Jim Rogers might have something in common besides intellect and wealth. Buffett has owned the Washington Post for 35 years, Coca-Cola for 18 years.

Submitted by Jeffrey Annello on Thu, 2008-05-15 12:54.
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  • 3 points

8. Berkshire Hathaway Assurance Corp: A Royalty on Stability

(via valueinvestingresource.blogspot.com)

I thought Shai Dardasti's personal reflections from 20,000 feet were spot on and worth thinking about. I have a few other companies that are royalties on various activities that I would add to the list, and I bet you do too.

Submitted by George on Thu, 2008-05-15 11:17. | Tags:
  • Commentary
  • BRKa
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  • Full story
  • 3 points

9. Fooling Some of the People all of the Time: A Review

(via circleofcompetence.blogspot.com)

I finished David Einhorn’s investing “novel” Fooling Some of the People All of the Time this afternoon, and I have nothing but praise.

Submitted by Jeffrey Annello on Wed, 2008-05-14 16:36. | Tags:
  • Reviews
  • ALD
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  • 3 points

10. First Eagle Funds Conference Call Transcript

(via www.firsteaglefunds.com)

First Eagle Funds Conference Call
May 6, 2008

Submitted by SilverSlime on Wed, 2008-05-14 01:54. | Tags:
  • Funds
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  • Full story
  • 3 points

11. The Psychology of Entrepreneurial Misjudgment, part 1

(via blog.pmarca.com)

In this series of blog posts, I will walk through all 25 of the biases Mr. Munger identifies, and then adapt them for the modern entrepreneur. In each case I will start with relevant excerpts of Mr. Munger's speech, and then after that add my own thoughts.

Submitted by SilverSlime on Wed, 2008-05-14 01:50. | Tags:
  • Behavioral Finance
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  • Full story
  • 3 points

12. Is Oil the New Globe.com?

(via marketprognosticator.blogspot.com)

Here is why Oil shouldn't go to $200 a barrel. Notice I didn't say won't go to $200, as betting against a commodity in this market is tantamount to financial suicide.

Submitted by alesia on Tue, 2008-05-13 10:04. | Tags:
  • Commentary
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  • Full story
  • 3 points

13. Leveraged Loans: Ready for Lift-Off Says Steve Tananbaum of GoldenTree Asset

(via online.wsj.com)

Barron's recently caught up with Tananbaum, 42, at his midtown office, which houses a portion of his art collection, including the spacesuits by artist Tom Sachs shown in the photo at right.
Barron's: What is happening in the credit markets, where conditions since August have been very tough?

Submitted by SilverSlime on Tue, 2008-05-13 00:03. | Tags:
  • Commentary
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  • Full story
  • 3 points

14. A Chat with Legg Mason's Bill Miller - Contrarian Toughness

(via www.morningstar.com)

Morningstar chat with Legg Mason's Bill Miller.

Submitted by SilverSlime on Mon, 2008-05-12 23:37. | Tags:
  • Superinvestors
  • Login or register to post comments
  • Full story
  • 3 points

15. Hedge Fund Poker Match

(via www.cnbc.com)

Secret strategies of the game, with Neil Chriss, Hutchin Hill Capital; David Einhorn, Greenlight Capital Management and CNBC's Becky Quick

Submitted by SilverSlime on Sat, 2008-05-10 04:21. | Tags:
  • Superinvestors
  • Login or register to post comments
  • Full story
  • 3 points

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