Linkkilista (vko34)

Muutama mielenkiintoinen linkki:

• Stableboy Selections – Activision (ATVI) Short
• Oddball Stocks – A European net-net with a P/E of 2x and African upside
• SumZero – DreamWorks Is Trying to Recreate the Walt Disney Empire
• Whopper Investments – Dreamworks ($DWA): on the verge of serious value creation
• ValueInvestorIndia – My experiences with deep value investing
• Above Average Odds Investing – Dundee 2011 Annual Report
• Arvosijoittajan Tie – Osakkeiden Takaisinosto
• Old School Value – Basics of Understanding Financial Statements
• Whopper Investments – Comparing Dreamworks ($DWA) to Disney’s $DIS Pixar acquisition
• ValueWalk – Reading International’s Weak Q2 Provides Cheap Entry Point
• ValueAndOpportunity – KAS Bank NV (NL0000362648) – Specialist banking opportunity ?
• One Up on OMXH – Kommentteja Talvivaarasta
• Musing On Markets – Groupon Gloom: Deal of the day or Death Spiral?
• SimpleValueInvesting – 4 mistakes when valuing companies with large cash holdings – and how to avoid them
• Old School Value – 5 Ways to Identify Wide Economic Moats
• Oddball Stocks – How an average business can be a great investment
• ValueUncovered – Lotto24 AG (ETR:LO24) Spinoff – Winning the Lottery Twice in a Row?
• Long Leaf 2012 Semi-annual report
• Bruce Berkowitz – Sears Analysis
• Jukka Oksaharju – Varoitus OMXH:n “arvoyhtiöstä”
• csinvesting – A Great Company Can be a Great Investment (pdf)