I recap some good articles I read in the past two weeks :
- Berkshire Hathaway
- Mohnish Pabrai
- Value Funds
- Chou Funds Semi-Annual Report
- Third Avenue 2007 Q3 Letter to Shareholders
- Ron Muhlenkamp's Recent Commentary
- Tweedy, Browne's Secrets of Value Investing
- Value Managers
- Mark Sellers: Irrational world of institutionalised money managers
- The Daily News spoke to Larry Coats
- Bloomberg Interview with Mark Mobius
- John Rogers : Subprime Risks - Overblown
- Arne Alsin: Smart hedge funds that capitalise on dumb money
- Value Investing Seminar in Italy
- 4th Annual Value Investing Seminar in Italy – Day 1
- 4 th Annual Value Investing Seminar in Italy– Day 1 – Part II
- Piggyback Investing
- The Most Recent All-Star Fund Manager Picks
- Ranking ideas from the best of the best
- Kiplinger : Time to Bail on Oakmark Select?
- Misc
- Sham Gad : Invest in Special Situations
- James Surowiecki : Profits of Doom
- Roger Lowenstein : Subprime Time
- Jason Zweig : Minding Your Money
- Jason Zweig : How many stocks should you own?
- Mark Hulbert : Driving by looking into the rearview mirror
- Michael Lewis : A Wall Street Trader Draws Some Subprime Lessons
- John Authers : Market vultures patiently wait for more blood to spill
- Bear Bonanza
- The Stock Market: Beyond Risk Lies Uncertainty
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