Article Update and Weekend Reading Links

I have finished up all three articles in my now shortened series and will proofread and do some light editing over the weekend and post them as soon as possible after I am able to acquire the shares I want.

Psy Blog-How Long To Form A Habit.

Hardcore value-Amazon, Apple, and The Beauty Of Low Margins.

Distressed Debt Investing-One Of Warren Buffett’s Greatest Trades.

CSInvesting-Video Lecture Course On Security Analysis and The Intelligent Investor.

Share Sleuth-Finding Hidden Debt.

Can’t Eat Value’s Blog-What’s Your Investing Edge.

Oddball Stocks-Value Momentum, Speculating On Recovering Net Nets.

The Equity Desk-Benjamin Graham: An Investing Legend.

Ragnar Is A Pirate-Fraud, Bankruptcy, and Ethanex.

25iq.com-Charlie Munger On The Psychology of Human Misjudgement.

Basehitinvesting.com

Wexboy-Why I Write…

The Globe and Mail-Article By GreensKeeper Asset Management Principle Michael McCloskey.

Distressed Debt Investing-My Three Favorite Quotes From Baupost’s 2012 Year End Letter.

Graham And Doddsville-Legacy Of Benjamin Graham.

Wexboy-The Great Irish Share Valuation Project Part IV.

GuruFocus-Answers From Tom Gayner’s Interview With Guru Focus.  Thanks for the link Obtuse Investor.

Sahara Investing-Triyards Holdings.

World Financial Review-Repeatability: How Companies Create Enduring Businesses In A World Of Change.

CSInvesting-More Valuation Case Studies.

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Weekend Reading Links

I have just finished up my latest article and only need to proofread a bit more and I plan on posting it on Monday.  Until then I hope you enjoy the links.

Oddball Stocks: Argo, an Undervalued Asset Manager With Potential Catalysts.

Wexboy: Another Assault on Fortress.

Theodor Tonca: Bank Analysis Template.

Whopper Investments: Do Bullish Bloggers Have Negative Consequences?

Wexboy: Heading Into 2013.

OTC Adventures: Quality Products Inc, QPDC.

Walrus Value: Lance Armstrong And Why Superior Corporate Results Deserve Skepticism.

Ragnar Is A Pirate: Where Food Comes From, WFCF.

Hardcore Value: Vintage Buffett On Mistakes.

Charlotte Observer: Charlotte Student Launches Hedge Fund.

Sahara Investing: Kingsmen Creatives.

The Globe and Mail: Scary Beats Safe In Realm of Cheap Stocks.

Motiwala Capital: Q4 2012 Letter to Clients.

Oddball Stocks: How I Passed On Costar.

OTC Adventures: Tropicana Entertainment Is The Cheapest US Casino Operator.

CSInvesting Update, Checklist Presentation By Mohnish Pabrai, How To Win In Investing, Leon Cooperman On How To Get Better, and The Benefits of Stress

I have finally found another company to do a full research article on and will have it up as soon as possible.  I am still doing research and waiting for its next quarterly results to come out this week so I can value the company with updated numbers so it will probably a little while until I write the article up.  Up to this point the company looks promising and as of its last quarterly results that came out in June, it is selling for less than the reproduction value of its assets, with about 50% of its value coming from cash and short term investments, and no debt.

CSinvesting update as John has now moved the blog over to csinvesting.org and the blog is up and running.  It also looks like the blog is going to become more focused on investing as well.

Checklist Presentation By Mohnish Pabrai from Hardcore Value where Mr. Pabrai uses examples from Graham, Buffett, Munger, and others to build a checklist.

“You Don’t Win By Predicting The Future, You Win By Getting The Odds Right” is another article from Farnam Street on how to win in investing.

Leon Cooperman On Hedge Funds, Investment Outlook, and Life, includes an hour long presentation.  Page is from Market Folly.

The Surprising Benefits Of Stress

Until next time.