Linkkilista (vko11)

Muutama mielenkiintoinen linkki:

• The Aleph Blog – Buy-and-Hold Can’t Die
• The Aleph Blog – Buy-and-Hold Can’t Die, Redux
• BRK Ticker – History of Berkshire Hathaway: Valtava kokoelma tietoa!
• Bill Ackman’s Full Presentation on Canadian Pacific
• Martin Capital Management – Annual Report 2011
• John Paulson’s Presentation on Why Hartford Financial Should Spin Off Its P&C Business
• Bridgewater – An In-Depth Look at Deleveragings
• Old School Value – Making Decisions Without All The Facts
• MagicDiligence – Strayer Education
• Above Average Odds – Sandstorm Metals & Energy: A Look Under the Hood Part 1

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Linkkilista (vko08)

Kokoelma mielenkiintoisia linkkejä:

• Balestra Capital on Gold and Inflation: Quarterly Commentary
• AAOI – Investment Analysis: Sandstorm Metals & Energy (CVE: SND) – See’s Candies at a Sanborn Maps Price
• Kelpie Capital – Aberdeen International (TSX: AAB) – Own a Piece of Their Experience
• Oddball Stocks – SeaEnergy, lots of cash but no energy business….yet 
• Oddball Stocks – A few thoughts on ROIC 
• Vitaliy Katsenelson – The Value Trap of Deeply Cyclical Stocks
• Thoughts Of A Private Investor – Gold Fever – still on 
• Arvosijoittajan Tie – Keskitetty salkku? 
• Analyysi – McPherson´s Ltd.
• Greg Speicher – 115 Profitable Investing Ideas
• Street Capitalist – Assessing a Company’s Management
• FutureBlind – Stakeholder Value & The Dynamic Pie
• Distressed Debt Investing – My Favorite Quote from Baupost’s 2011 Annual Letter
• Can Turtles Fly? – Online Social Networks and the Ascent of Facebook
• Can Turtles Fly? – Baltic Dry Index Approaches Multi-decade Low
• PhoebusBlogi – Vko 08/12: Osinko/Air Liquide/omistaja/BRK