Popular story links this week
1. Seth Klarman Interview
A recent interview with value investor Seth Klarman where he discusses how he got into value investing, how to be successful with it, and the difficulty of finding value.
2. My $650,100 Lunch with Warren Buffett
Guy Spier talks about his $650,100 lunch with Warren Buffett
3. Zhao Danyang Wins Lunch with Warren Buffett
Zhao Danyang of the Pure Heart China Growth Investment Fund won the Glide Foundation's lunch auction with Warren Buffett. Here is a brief look at Zhao and his fund.
4. Fat Pitch Financials Portfolio Mid-Year Update 2008
The mid-year performance report for the Fat Pitch Financials Portfolio. The number remain ugly, but not much worse than the S&P 500.
5. McDonald's Corporation (MCD) Dividend Analysis
McDonald's Corporation, together with its subsidiaries, franchises and operates McDonald's restaurants worldwide. Its restaurants offer various food items, and soft drinks and other beverages.
6. Morningstar Investment Conference - 4
The fourth part of the series on the Morningstar Investment conference includes notes on Jason Zweig's keynote on his book, Your Money and Your Brain, Jean-Marie Eveillard on value investing, and Brian Rogers on comparisons to the 1982 market.
7. Festival of Stocks #95
Welcome to the 95th Edition of the Festival of Stocks. Unlike newspapers, our readership continues to increase! Every week bloggers in the stock arena submit their content to the head-hancho (this week its me) . The articles are then molded into one golden post for the world to enjoy.The best part about it, there’s no JC Penny ads. Enjoy!
8. Blyth: Punished Value Stock or a Trap?
"Home goods company Blyth has fallen on hard times recently, and is down more than 50%in the past year. In fact, the Greenwich Connecticut based company has not traded at its current level since 1995... Still, all the bad news aside, of which there is plenty, this may be the case of a company that Wall Street punished a bit too quickly and severely."
9. Contrarian Toughness: Bill Miller Talks
Bill Miller interview with Morningstar
11. Fed Must Respond to Inflation Threat
The machinations of the US Federal Reserve are uppermost in the minds of investors — and the media. The Fed is in a jam. On the one side slowing growth and the specter of the credit crisis. Rising inflation on the other.
12. Beat the Recession With These Two Stocks
McDonald’s (NYSE:MCD) is the cheapest place to eat in the US right now.And 12% Letter editor Tom Dyson says it’s going to get more and more business as the recession puts expensive restaurants out of reach. But are prices going to stay low as McDonalds’ transport and food production costs rise? Only time will tell.
13. The Failure (and Success) of Heuristics : Circle of Competence
I take a look at why multiples of book value and earnings don't make sense to use in valuation, while liquidation value and free cash flow are much more sensible numbers.
14. Warren Buffett Stocks Trading At 52 Week Lows Part 2 | Contrarian Value Investing
This is the second part on what stocks I am looking at. Part 1 dealt with stocks in the DJIA trading at or near 52 week lows. Next, I will look at stocks Warren Buffett or Berkshire Hathaway has bought according to Gurufocus.com.
15. Dow Jones Stocks Trading At or Near 52 Week Lows.
Well folks, with volatility comes opportunity. The market is now 20% off its highs, which puts it in bear market territory. The 52 week low list gets longer and longer every time the markets has triple digit loses. Over at the magic formula investing website, some quality names are appearing in the screen.

