The Top Stories at Value Investing News

Posted by ToddSullivan
on November 3rd, 2007

Here are the weeks top stories at Value Investing News…

1. Don’t Buy Apple, Says Author Vitaliy

(via link.brightcove.com)

Look’s like I’m not the only one that won’t buy Apple, Vitaliy shares my sentiment on the popular tech stock. Vitaliy also discusses his investment framework presented in Active Value Investing.

2. Letters to Shareholders

(via thewarrenbuffettpage.blogspot.com)

1973 and 1976 unpublished letters

3. Berkshire Hathaway’s 1976 equity holdings as percentage of portfolio

(via www.gannononinvesting.com)

Excerpt: “Note especially page four of the 1976 letter where a table of Berkshire Hathaway’s equity holdings is provided. Below, I’ve reformatted the table to show each position as a percentage of Berkshire’s equity portfolio at cost:

4. David Einhorn’s Prepared Remarks

(via nakedshorts.typepad.com)

David Einhorn’s Prepared Remarks on 17th annual Graham & Dodd Breakfast Speech

5. A Tribute to Timber

(via online.barrons.com)

“Weyerhaeuser’s asset value may exceed more than $100 a share, some 50% above its current stock price of 68.” This conclusion caught my attention. What do you think of the analysis?

6. A Storied Name on Sale?

(via online.barrons.com)

Barron’s article on Sears.

7. Google’s Market Cap is Larger than Berkshire Hathaway’s!

(via biz.yahoo.com)

Excerpt:”With a market value of nearly $220 billion, Google also is now worth more than Warren Buffett’s holding company, Berkshire Hathaway Inc”

8. How to Build an Igloo

(via jeffmatthewsisnotmakingthisup.blogspot.com)

This is an article on my favorite blog. The blog is about the follies of Wall Street rather than value investing.

9. Dividend Stock Wednesday: Johnson & Johnson (JNJ)

(via www.thedividendguyblog.com)

Analysis of Johnson & Johnson

10. My Current Top 25 Websites for Stock Research

(via www.thedividendguyblog.com)

My Current Top 25 Websites for Stock Research

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