Weekend Reading Links From Geoff Gannon, Oddball Stocks, The Value Perspective, Farnam Street, Pick The Brain, and Others

While I have to go back over all of the annual, quarterly, and proxy reports of the company I am researching to get my notes back on the article I am preparing to write, here are some weekend reading links.

Benzinga-Cash Flow Sheninigans: Salesforce.com Edition

Value and Opportunity-Gronlandsbanken AB: Sleepy Eskimo Bank, Or Moat Company With Natural Resource Option

The Value Perspetive-Value Investors Distinguish Between Safety And The Perception Of Safety

25i1.com-Charlie Munger On Mistakes

Oddball Stocks-A Profitable Cash Box Or A Cash Box With Profits?

Pick The Brain-3 Ways To Reduce The Chances That You Are Deluding Yourself

Geoff Gannon-What’s Your Investing Routine?

Farnam Street-The Role Of Skill And Luck

Farnam Street-What We Suffer From Today

The Value Perspective-Investors Are Often Unable To Visualise Potential Upsides For Struggling Sectors Such As Retail

Links From Geoff Gannon, Oddball Stocks, Greg Speciher, OTC Adventures, GuruFocus, MicroCapClub, and Others

I hope everyone had a great Thanksgiving weekend.  Other than eating great food and spending time with family I also got a lot of work done.  I spent a lot of this weekend looking into Wendy’s as a possible investment and my article about them should be up later this week.  I also spent a lot of time catching up on articles that I have been saving to read, some of which I will be sharing with you below.

Oddball Stocks: My Investment Process Applied To eOn, a net net trading at 3X FCF.

Geoff Gannon: When To Sell A Stock.

OTC Adventures: Retail Holdings NV $RHDGF

Pick The Brain: The One And Only Law Of Success

Columbia Business School: Think Small, A Different Perspective On Economies of Scale.

MicroCap Club: 8 Habits of Highly Effective Micro Cap CEO’s

Greg Speicher: Comprehensive Resources On Charlie Munger

MicroCap Club: The Case For Micro Caps

Geoff Gannon: The Most Time Efficient Way To Find Cheap Stocks

Value Uncovered: Tessi, High Quality Owner Operator

How to Train Your Mind to Remember Everything, Nassim Taleb, a Blueprint for Being a Lousy Investor, Why Your Already Good Enough, and Tips to Boost Confidence

How to Train Your Mind to Remember Anything is an article by Joshua Foer, the author of Moonwalking With Einstein: The Art and Science of Remembering Everything where he talks about some of the tips in his book.

Why Your Already Good Enough is an article from Pick The Brain on why you do not have to wait until some time in the future to achieve your goals, and how you are probably good enough to achieve them now.

Taleb: The Fooled By Randomness Effect and the Internet Diet? is another article from Farnam Street that has Mr. Taleb’s thoughts on information overload, overconfidence, and how they are effecting the modern world.

5 Simple Tips to Boost Confidence is another article from Pick The Brain.

A Blueprint for Being a Lousy Investor is a fantastic write up by Greg Speicher using Charlie Munger’s principle of inversion to look at the problem of how to become a better investor.

I have finished reading the most recent annual and quarterly for one of the companies I found to research.  I just need to finish up reading this years proxy before I value the company but up to this point the company looks promising.  If I find the company to be undervalued I will continue to do research and will plan to write an entire article on the company.

I will continue to update you on my progress, and in the coming days I will continue to post links that I think hold some kind of value.