market folly

By popular demand from readers, we're expanding the "what we're reading" linkfests to twice a week, starting now.  To differentiate the lists, we'll be posting:

- 1 set of news links focused on hedge fund and finance industry updates 
- 1 set of analytical links focused on security analysis, investment process, etc.

If you come across (or have written) something interesting, please don't hesitate to email it over: marketfolly (at) gmail (dot) com.  Today we'll post the first installment of the 'analytical links' and tomorrow will feature the 'hedge fund links.'  Enjoy!

Analytical Links


The Success Equation: Untangling Skill & Luck in Business, Sports and Investing [Mauboussin]

A checklist to qualify and disqualify ideas [SimoleonSense]

Curating your financial life [Abnormal Returns]

AIG downgraded as shares appreciate [ValueWalk]

Finding value in HMO's [Contrarian Edge]

Notes on visiting Herbalife (HLF) [Bronte Capital]

12 cognitive biases that prevent you from being rational [io9]

Don't go to business school unless it's a top school [Daily Beast]

Bargain hunting at JC Penney (JCP) [Contrarian Edge]

Ensco (ESV): Drilling deep for value [Barrons]

Indecent proposal for SuperValu (SVU)? [Stone Street Advisors]

Actually worth a read: Jim Cramer's 10 themes for 2013 [TheStreet]

Michael Dell's grand plan? [Term Sheet]

Why console gaming is dying [CNN]

How America drinks: water and wine replace cheap beer and soda [Atlantic]