AMZN
105th Edition of the Festival of Stocks
A roundup of last week's stock related blog posts.
5 Deadly Sins of Investing
Picking the right company to invest in is like trying to pick up a grain of sand in your rice with your chopsticks. To come out unscathed, one needs to avoid a lot of investment follies. But everyone makes mistakes. Fortunately, simply avoiding the biggest mistakes is sufficient for you to do well.
Invest in the Long Tail: An Amazon.com Case Study
The term long tail, coined by Wired editor Chris Anderson in the October 2004 issue, refers to a socio-economic trend away from a hit-based economy to a niche-based one. In essence, the theory of the long tail states that the revenue potention of all the less popular, long tail markets taken together far exceeds the revenue potential of the most popular hits.
Borders New Concept: "Excellent"
Borders just may have a big hit on its hands
Price Follows Value, Even with Apple (AAPL)
An examination of why prices got so out of line with value in large-cap tech.
Stocks to Buy in '08
Barron's Roundtable members Meryl Witmer, Fred Hickey, Art Samberg and Mario Gabelli share their stock picks for 2008.
Amazon Kindle - A Value Investing Tool?
The new Amazon Kindle caught my attention this week as a potentially good tool for value investors that read a lot. I wonder how Value Investing News looks on the Kindle. Has anyone tried this new gadget yet?
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Video: Legg Mason's Robert Hagstrom on WealthTrack - video link, excerpts + some thoughts
Link to Consuelo Mack's most recent edition of WealthTrack - with author of the Warren Buffet Way, and Fund Manager, Robert Hagstrom.
Also includes some personal thoughts
The Way to Make $1.3 Million
This article talks about some of the best performing stock by market cap. I found it interesting that two were Buffett picks (Posco, PetroChina) and two were Magic Formula Picks (COH, GRMN).
Finding value in financials
With stocks like Research In Motion (RIMM), Apple (AAPL), Amazon (AMZN) and Google (GOOG) soaring, I have found great value in the financial sector specifically money center banks where multiples are at historically low levels and yields are attractive.
Amazon: A potential short?
Compelling AMZN short thesis based on analysis of valuation, comps, and overblown growth prospects.
The Best and the Brightest
Highlights from last week's Ira W. Sohn Investment Research Conference. This report is a bit more detailed than the New York Times article and includes more stocks that were mentioned during the conference. (Subscription required)
Bill Miller Again Lags the S&P -- and Himself
It's nearly halfway through 2007, and legendary investor Bill Miller is already falling behind Wall Street -- for the second year in a row.

