A good summary of AnthonyGallea's book Contrarian Investing [Dasan]
A self-sustaining recovery? Not yet [Pragmatic Capitalist]
The short case for First Solar (FSLR) [Bronte Capital]
Louis Bacon's Moore Capital warns of eurozone breakdown [Marketwatch]
Major contrarian call on natural gas prices [Reformed Broker]
A blog worth reading [Kiplinger's]
Dan Loeb & Third Point's annual report for their listed fund [Investegate]
How mortgage CDOs are made, a great animation [Wall Street Journal]
Hedge fund assets approach all-time highs [FT]
A video interview with Gotham Capital's Joel Greenblatt [Forbes]
Inside the Goldman trade [NY Observer]
Charles also has a bunch of great investment reads linked up [TheKirkReport]
Friday, April 23, 2010
What We're Reading ~ 4/23/10
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