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)
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