Some Links For The Week

Motley Fool-Monish Pabrai’s Lunch With Buffett and Munger.

Value Investing Blog-Alpha Pro Tech And The Value Of Optionality.

Cant Eat Value-Why You’re Undervaluing Good Capital Allocation.

Student Of Value-Investment Analysis Of Quality Products $QPDC The Mysterious.

Zero Hedge-Guest Post: A Short Lesson In Bad Decision Making.

The Daily Beast-Don’t Go To Business School!

Wexboy-The Great Irish Share Valuation Project (Part 1).

Oddball Stocks-CIBL is Undervalued Again, Is The Valuation Gap Enough?

Business Insider-Vitaliy Katsenelson Presentation On Why The Market Will Move Sideways For Another Decade.

Distressed Debt Investing-The High Yield Market “Is Completely Out Of Control”.

Philip Beeching-Why Companies Fail–The Rise And Fall of HMV.

Value Walk-Charlie Munger And The Art Of Stock Picking.

Sahara Investing-The Hour Glass.

OTC Adventures-Great Lakes Aviation Is Not Your Typical Airline $GLUX.

Grizzly Rock Capital-Why Selling Methodology Differs For Average Versus Great Companies.

Seraphin Group-When Do I Sell Stocks? Drawing Wisdom From Buffett To Zuckerberg.

CS Investing-Reading On Moats And Competitive Advantages.

Whopper Investments-Why Is Buying A Rising Stock So Hard?

Guru Focus-Geoff Gannon On How To Learn Everything You Need To Know About A Stock.

25iq.com-Charlie Munger On Investment Concentration Versus Diversification.

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Howard Marks Interview, Laura Templeton, Intrinsic Value, Seth Klarman’s Investment Framework, Vitaliy Katsenelson, and the Value Investing Challenge

Now that I am done with the overview of my portfolio I can get back to the business of researching companies.  Up first though are some links that I think can help us all learn.

Free download of an interview with Howard Marks from Oaktree Capital.

Laura Templeton on How to Retain Conviction When The Market Goes Against You.  This is a three minute video with some very good insights for value investors.

Intrinsic Value: A Range, Not a Precise Figure is a great write up from Greg Speicher’s blog on the dangers of trying to pin down a companies exact valuation.

Seth Klarman’s Investment Framework is something every self respecting value investor should probably read.

Value Investing Challenge links to download the three finalists analysis and valuation articles.  The detail in the articles and how clearly two of them put forth their analysis is absolutely amazing and something I hope to learn from.  Possibly a few companies to do further research on as well.

Helmerich & Payne Analysis is a fantastic valuation and analysis article from Vitaliy Katsenelson at Contrarian Edge.  Again, pay attention to the amount of detail, how he thinks, and his process, absolutely amazing.

Now that I have finished up doing my portfolio overview I am going to dive right back into researching companies.  I will update you when I find something interesting, and I already have a few companies in mind to research.