What We're Reading ~ 6/13/12 ~ market folly

Wednesday, June 13, 2012

What We're Reading ~ 6/13/12

On screening for value investments [Aswath Damodaran]

Update on the latest macro trends [Reformed Broker]

A look at Francesca's Holdings (FRAN) [LongShortTrader]

Hedge funds: do some mislead their investors? [BBC]

Is Trip Advisor's (TRIP) growth story just beginning? [Sigma Swan]

Davidowitz says J.C. Penney is the new Sears [Daily Ticker]

2 keys to investing: pickiness & persistence [NYTimes]

Macroeconomics of Chinese kleptocracy [Bronte Capital]

It isn't all about alpha [All About Alpha]

Hedge funds saw $5 billion outflow in April [Reuters]

Berkshire Hathaway sells some ResCap debt [CNBC]

Technicolor rejects higher JPMorgan offer [Reuters]

Advice from a newly-turned 60 year old [Herb Greenberg]

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