What We're Reading ~ 5/6/11 ~ market folly

Friday, May 6, 2011

What We're Reading ~ 5/6/11

Cash is king versus cash is trash [Abnormal Returns]

Good summary of the recent Value Investing Conference in Omaha [Motley Fool]

Looking back at Clarium Capital's descent [AR+Alpha]

Takeaways from a conversation with NXPI's CEO [Breakout Performance]

Joel Greenblatt: value wins [Reformed Broker]

How Joel Greenblatt turned hedge fund into retail business [New Rules of Investing]

Focusing on spin-offs in investing [Geoff Gannon]

Notes from Chicago Booth's distressed investing conference [Distressed Debt Investing]

Best finance blogs in Canada [Globe & Mail]

Very in-depth research on Advanced Battery Technologies (ABAT) (.pdf) [Prescience Funds]

George Soros' FCIC testimony [ValueWalk]

How to pick mutual funds [World Beta]

Contrary to David Einhorn: Best Buy (BBY) not cheap enough [Schn1eck7]

Endowments & Foundations return to hedge funds [FINalternatives]

Xerion's Arbess says gold is 'one trick pony' [Marketwatch]

New hedge fund launches up 51% since 2009 [HedgeCo]

David Sokol boosts stake in Middleburg Financial [WSJ]

How social media is changing investing [Milken Institute]

Speaking of social media, follow @marketfolly on [Twitter]

Court clears rule on disclosing creditor data [WSJ]

How to get good at making money [Inc]


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