Here are the top 10 from VIN
1. USG :The great little stock that beats the market
2. Warren Buffett’s “Bet on America”: The Complete CNBC Interview
In a live interview this morning on CNBC’s Squawk Box, Warren Buffett called his purchase of a big Marmon stake as a “bet on America over a long time.” He also revealed that while he has been approached by financials companies about buying a stake, “we have not seen a deal that causes me to start salivating.”
3. Another Look At Greenblatt’s ROIC
Greenblatt’s calculation of ROIC in TLBTBTM is a useful quick and dirty tool but when it comes to really analysing companies it may need some adjustments to give a clearer picture.
4. Emil Lee : Are You a Value Pretender?
In 2005, Seth Klarman of Baupost Capital warned a group of Wharton business school students that a new class of “value pretenders” had emerged. Klarman, whose fund has earned more than 20% annual returns on more than $5 billion in holdings, provided the following description: “These investors apply a dip strategy.
5. SEC Probing Washington Mutual
More bad news for WAMU. SEC is investigating the possible use of inflated appraisals.
6. Lessons From Ted Williams
“If they are in the strike zone at all, the business ‘pitches’ we now see are just catching the lower outside corner. If we swing, we will be locked into low returns. But if we let all of today’s balls go by, there can be no assurance that the next ones we see will be more to our liking. Perhaps the attractive pries of the past were the aberrations, not the full pries of today.
VALUEPLAYS NOTE: Read a similar post from February at ValuePlays
7. If you read between the lines for what it is worth
Rockefeller and Buffett parallel
8. Mauboussin on Strategy : Fat Tails and Nonlinearity
Diversity Breakdowns and Invisible Vulnerability. For he who is acquainted with the paths of nature, will more readily observe her deviations; and, vice versa, he who has learned her deviations will be able more …
9. Want A Risk Free 14% Return
DVW is currently trading at a 14% discount from its acquisition price. This provides a relativley risk free 14% return in just a few months.
10. Martin Whitman’s Bet on Asia
Insight on why he is investing in Asia, with Marty Whitman, Third Avenue Management and CNBC’s Erin Burnett
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