Here are the top from the last week at VIN
1. Buffett Sees No Credit Crunch, Forecasts Lower Dollar
This article discusses several comments by Warren Buffett today from Toronto on the credit crunch, the U.S. dollar, inflation, and the bond insurance business.
2. Special Situations Real Money Portfolio January 2008 Update
This is a brief update on the performance of my special situations portfolio. I completed one going private transaction in January associated with Harold’s Stores and I bought into a potential future split off. The portfolio held up well this month and continues to acheive a 24% compound annual growth rate.
3. Why USG Moved Up After Terrible Earnings; Conference Call
Even though USG posted a loss much bigger than expected and guided for weakness throughout 2008, the stock has moved up. Here’s why.
4. Global Treasure Hunter: David Winters
For the second issue of Graham and Doddsville we are pleased to share an interview with David Winters, Founder and Chief nvestment Officer of The Wintergreen Fund. Prior to founding Wintergreen Advisors in 2005, Mr. Winters was Chief Investment Officer of Franklin Mutual Advisors and Portfolio
5. Craving the High That Risky Trading Can Bring
Scientists and psychologists, say they are starting to discover what many Wall Street pros have suspected — people are hard-wired for money. The brain, they say, responds to high-stakes trading just as it does to the lure of sex. The riskier the trades get, the more the brain craves them.
6. Where to find value investing ideas?
So you read a couple of value investing books and are ready to put that new knowledge to work, so where do you find that next homerun stock? Below are some sources you should consider. The list below is in no particular order, feel free to add to the list.
7. Jeff Matthews Is Not Making This Up: Been to a Dairy Queen Lately? Part III
The third part of this series, Jeff Matthews discusses Buffett’s purchase of Dairy Queen.
8. Down to the Last Drop of Profit Growth
Vitaliy Katsenelson, interviewed here in the past, writes about why stocks might not be as cheap as they appear using P/E ratios. Profit margins might be coming down from all time highs.
9. Fairholme Funds 2007 Annual Report
Fairholme Funds 2007 Annual Report
10. Digging for dividends
Tweedy, Browne value gurus seek undervalued stocks with solid payouts.