Catching Up On Links

I have just finished up my newest article and just need to edit and proofread a bit more and hope to have it up soon.  Over the next few days I will be posting a bunch of links since I have gotten way behind on this while researching other companies, hope you enjoy.

Yahoo-Business Insider-The Story of a Man Who Outsourced His Work To China So He Could Watch Cat Videos All Day.

Forbes-The Great Baupost Madoff Claim Trade That Made a Big Madoff Feeder Fund a Loser Again.

Oddball Stocks-More is Better? How Much Information is Really Needed To Invest?

Four Hour Work Week-How to Travel Through 20+ Countries With Free Room and Board.  Cannot vouch for this yet as I have not tried it and it seems a bit sketchy to me but if it really works and is safe that is a potentially great idea for travelers.

Wexboy-Where Is the Credit Opportunity in 2013?

Shadow Stock-Illiquid Stocks For Outsized Returns.

Old School Value-The Harder You Work The Luckier You Get. Quotes From Charlie Munger.

Outward Branch-Heart To Heart With Value Investor Theodor Tonca.

Business Insider-China Hard Landing Presentation. What If China Land’s Hard?


Weekend Reading Links

With all the research I have been going lately I have gotten way behind on posting links so here are a bunch that I think are very good.

Atul Gawande: Excellence Is Recognizing Details, Failures

The Price Of Paying Attention

How Not To Run A Hedge Fund: Geoff Grant Edition

Advice From Jeff Bezos

How Did R.A. Dickey Master The Knuckleball

Jason Zweig Interviews Seth Klarman

How Did I Come Up With My 16 JNets

What Drives Operating Metrics?

Free Ebook: 115 Profitable Investing Ideas

How Buffett Made Money In Bad and Volatile Markets

Article published and some links

My CMT article has now been published on Seeking Alpha for those who would like to follow the conversation in the comments section.

While I was researching CMT I was also reading and saving some articles that I thought contained some kind of insight or lesson.  While I am looking for another company to research, I will be sharing these links with you over the next several days.

Why Investing is The World’s Most Difficult Profession is an article by John Standerfer about what makes investing so difficult for most people.

There’s Warren Buffett, and Then There’s the Rest of Us is an article from the Financial Post about Warren Buffett’s amazing track record of picking companies since the 70’s.  Always amazing to how well he has done over these many decades, Incredible

Three (Incredibly Simple) Questions The Most Successful People Use to Change the World is an article from Forbes about how successful people think when a problem arises and how they overcome those problems.

Compound Interest is a Very Powerful Thing is an article from The Value Perspective on the massive and mind numbing effects of compounding over a long time period.  Very useful for us value investors.

Test Your Risk Intelligence-And Become A Smarter Investor is an article from Covestor which has a 5 minute test that will test your risk intelligence, the higher the better.

I will keep the links coming over the next several days and will update you when I find another company to research.  I hope you enjoy the links in the meantime.

Vivendi sale of ATVI update

Headline on Seeking Alpha this morning: Vivendi (VIVHY.PK) is reportedly shelving plans to find a buyer for its $8B, 61% stake in Activision (ATVI -5.7%), after its initial efforts failed to draw interest. Many have doubted a buyer would emerge, given the size of the stake and concerns about the gaming industry’s health. The news comes as Activision sells off on account of its Q2 report, as strong sales of Skylanders merchandise are outweighed by tepid guidance and a major drop in World of Warcraft subs.

Here is another article from Forbes on the situation as well.

Interested to see what they decide to do now.