Pabri, Ackman, Berkowitz all added shares last quarter.

A list of 5 interesting super-investor buys in the fourth quarter. Includes picks from Eddie Lampert, Mohnish Pabrai, Joel Greenblatt, and Warren Buffett.

Consider the following scenario: A great company faces a languishing stock price. A few quarters of managerial efforts fail to revive profits. The stock continues to decline. As a result, the CEO is ostracized for having lost his ability. Sound all too familiar?

I’ve updated my stock report, and am stepping up to the plate and buying AEO.

This shareholder friendly company is exposed to housing but has durability and a consistent dividend. It is a good contrarian investment before the housing industry picks up again.

Recent financial market events, including subprime loan losses, hedge fund and quant fund woes, and the bailout or takeover of numerous financial institutions and structured vehicles, that are suddenly strapped for cash, highlight the extreme risk taking and leverage that have lately permeated our financial system.

Surprisingly, Value Investing at one point did not exist. At the turn of the 20th century, Wall Street was a place where insider information and speculation ruled.It was until a man by the name of Benjamin Grossbaum brought structure to a rather lethargic Wall Street. Below is a list of defining moments that in my opinion has molded value investing to what it is today.

Comparing the Microsoft/Yahoo! merger to past mega-mergers shows that these two companies are unlikely to live in perfect harmony.

VIN favorite Vitaliy Katsenelson makes some 2008 predictions on the Value Investing Congress Blog

These 3 small caps have strong financial positions and bargain valuations. But can they grow in the midst of strong competition?

Whitney Tilson talks about getting investing ideas from 13-f filings.

Hi, this is a link to the Buffett MBA Talk link at www.ei-forum.com

There are a total of 10 posts that summarize and have video links to the talk. This is a 10 part series that is really woth watching… Warren at his best!

Scroll down to the bottom of the page to start – Enjoy!

The London Business School’s Global Investment Returns yearbook shows investment winners since 2000 have been old industries such as tobacco and mining. Anthony Hilton says finding such sectors is the secret of success for legendary investor Warren Buffett…

Barron’s examines Wells Fargo and finds them in better shape than most other banks and likely to come out of this credit crisis unscathed.

Detailed analysis of a great DOW stock

A pitch for Bed, Bath, and Beyond – a best in class retailer and rock solid company trading at it’s lowest multiples ever.

Fairfax Financial Holdings Ltd. Chief Executive Officer Prem Watsa, whose insurance company posted record earnings last year by betting against financial firms, said credit problems in the U.S. aren’t over yet. “It’s still early days,” Watsa said in an interview today from his Toronto office. “This is a very extensive credit problem.”