The Weeks Top Stories at Value Investing News

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.

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.

Even though USG posted a loss much bigger than expected and guided for weakness throughout 2008, the stock has moved up. Here’s why.

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

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.

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.

The third part of this series, Jeff Matthews discusses Buffett’s purchase of Dairy Queen.

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.

Fairholme Funds 2007 Annual Report

Tweedy, Browne value gurus seek undervalued stocks with solid payouts.