A long list for the week away at Value Investing News
1. Buy ‘Em Back at Western Sizzlin’
Western Sizzlin’ announced a share buyback authorization today, which is terrific news for shareholders. In this article I explain why that make sense for WEST and all undervalued companies.
2. TRANSCRIPT: Warren Buffett’s Power Lunch Interview on “Exploding” Inflation
This is a transcript of Warren Buffett’s live interview with Becky Quick on CNBC’s Power Lunch, Wednesday, June 25, 2008 at 12p ET. Buffett tells Becky U.S. inflation is “exploding” and warns that the Federal Reserve must signal controlling prices is not a secondary concern.
3. Value Investing: From Graham to Buffett and Beyond
Want to get an MBA for $9? This is the book to get. Although not an easy read like other value investing books, Professor Greenwald and company provide an informative read that should have a place in every value investor’s library.
4. Investor Book Club #1
I look at Losing My Virginity by Richard Branson, a book recommended by Mohnish Pabrai. Branson actually acts very similar to a value investor and employs a margin of safety in the businesses he starts, this is a great book.
5. Morningstar Investment Conference – 3
Report on a breakout session called “Let’s Talk Bargains” with Bruce Berkowitz of Fairholme Capital Management and Susan Byrne of Westwood Holdings Group Ltd. at the Morningstar Investment Conference.
6. Morningstar Investment Conference – 2
Notes from a breakout session called “Investing 501″ with Bill Bernstein at the Morningstar Investment Conference.
7. Morningstar Investment Conference – 1
The first of a multipart series reporting on the Morningstar Investment Conference. This entry covered several comments made by Bob Torray of Torray Fund.
8. Mohnish Pabrai on Bloomberg – Getting Ready for Lunch with Buffett
Mohnish Pabrai discusses his upcoming lunch with Warren Buffett, rates, fuel costs, India, and more.
9. Third Avenue Funds Second Quarter 2008 Shareholders Letter
Marty Whitman shares his value investing insights in this latest letter. This master of distressed investing is taking advantage of the situations in the financial and bond insurer sectors.
10. Todd Sullivan’s – ValuePlays: CSX / TCI Court Documnents and Thoughts on “Disclosure”
Ought everyone disclose?
11. Quality Systems – Outlook
Following news that CEO Silverman resigned the stock dropped by almost 5%. Does this event change QSIIs numbers? No. This remains a strong business with a bright future operating in the right sector. Healthcare will continue to grow and QSII is in an ideal position to reap all potential gains.
12. Magic Formula Weekly Roundup 6/20/08
Weekly roundup of stocks moving in and out of the Magic Formula screen.
13. The Permanent Portfolio (PRPFX): An Interesting Alternative
The Permanent Portfolio likely deserves a place in your portfolio due to its diversification benefits and as a hedge against inflation.
14. How Low Can Gannett Go?
Can Gannett turn around it’s decreasing revenue, compressing margins, falling return on capital, and dropping stock price? An analysis of Gannett, the largest newspaper publisher in the U.S.
15. Todd Sullivan’s – ValuePlays: ESL / Autozone Agreement Filed with SEC
here is the agreement
16. Todd Sullivan’s – ValuePlays: More on Lampert’s AutoZone (AZO) Agreement
Seems like there was more to than meets the eye here
17. Todd Sullivan’s – ValuePlays: More on Sears Holdings “Going Private”
Will not happen
18. Buffett vs. Bernanke: The inflation showdown
The billionaire investor says inflation is ‘exploding,’ but the Fed believes commodity price shocks should subside
19. Mosaic Chapter 11: Dhando! Summary
A summary of chapter 11 of Mohnish Pabrai’s book, Mosaic: Perspectives on Investing. Dhando is all about buying wide moat businesses that generate tremendous cash.
20. Warren Buffett Tells CNBC U.S. Inflation is “Exploding”
Buffett talks about inflation, his charity lunch, and how he is a “spectator” only in the InBev Anheuser Busch takeover talks. The article includes a video of the interview.
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2 replies on “The Week’s Best At VIN”
I found your blog very interesting. You are talking here about Circuit City. I have found out everything about the company from http://www.pissedconsumer.com. Besides, I read consumer reports on the products and services of the company. I must say – very few positive reviews. Most people are not satisfied with the Circuit City, however it is one of the largest consumer electronics retailers in the United States.
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