1. Enjoy the Bubbles While They Last
A look at investors unrealistic expectations and realistic earnings in a lot of stocks.
2. Opportunity Amid the Ruins - Barrons Interview with Richard Pzena
Richard Pzena, Founder, Co-Chief Investment Officer, Pzena Investment Management
3. Seven Follow-Up Questions for Clyde Milton of Cheap Stocks
On April 1st, 2007 Clyde Milton of Cheap Stocks answered 20 questions. Today, he answers seven more
4. Martin Whitman-The Residential Mortgage Meltdown And Housing Collapse
Annual shareholder letter from Martin Whitman: “The mortgage meltdown-housing collapse seems nothing new for the U.S. economy. During the last 60 years, virtually every sector of the American economy has gone through depressions as bad as anything that occurred in the 1930s.”
5. Berkshire Hathaway Ends Year With Biggest Stock Gain Since 1998
CNBC article on Berkshire Hathaway's stock performance in 2007. The article includes a table that compares the performance of Berkshire's stock against the S&P 500 for each year from 1977-2007. Berkshire's stock has average a 30.4% return during that period versus 9.8% for the S&P 500.
6. Sham Gad : Intelligently Investing in LEAPS
Long-Term Equity Anticipation Securities (LEAPS) is a fancy name for long-term equity options. LEAPS usually extend about two and half years and operate just like a traditional option. They give you the right to buy (we'll stick to call options) a certain stock at a certain price within a certain time.
7. Sham Gad : Overcome Your Losses
The U.S. equity markets have taken most investors for a wild ride this year. You've probably suffered losses or are at least sitting on losses from your investments.
My advice? Get over it.
8. Recession depression and fear how it can be your friend in 2008
Interesting
9. Earning Power Value Valuation technique
A guide of a valuation technique that relies on asset reproductive values and earning power value.
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