1. Goldman Sachs Pragmatism
When the world was running around talking of the "subprime meltdown" and the "freezing of credit markets" Goldman quietly looked at the situation and placed their bets accordingly.
2. Bruce Greenwald joining team at First Eagle
Value investing professor guru joins highly successful Global value team at First Eagle. This is just the press release, so not all that detailed, but interesting nonetheless.
3. Lectures from Columbia University's Value Investing Program
A nice list of lectures from a Columbia University course intended to teach students the fundamentals of the value approach to investment management developed by Graham and Dodd.
5. Aventine Renewable Energy's hope: The 2008 Presidential Election
Ethanol investors know the Aventine Renewable Energy Holdings, Inc. (Public, NYSE:AVR) sad story well. The IPO in 2006 showed amazing potential, but then shares of AVR fell to the $30's, then $20's, and today they barely register above $10. So is ethanol just a fad fuel, yesterday's news, and a lost investing opportunity?
