What We're Reading ~ Analytical Links 5/1/13 ~ market folly

Wednesday, May 1, 2013

What We're Reading ~ Analytical Links 5/1/13

The Art of Value Investing: How the World's Best Investors Beat the Market [Amazon]

The fine art of being wrong [The Big Picture]

Notes from the Ben Graham Centre's 2013 Value Investing Conference [Santangels]

A profile of Berkshire's Todd Combs & Ted Weschler [Omaha.com] 

Warren Buffett at the Coca-Cola annual meeting [Joe Kusnan]

In China, a persistent edge for big insiders [Barrons]

The competing incentives and pressures that influence sell-side analysts [CFA]

Stock analysts tell all [WSJ]

Netflix (NFLX) CEO Reed Hastings on the future of TV/cable [AllThingsD]

Pharmaceutical firms seeing bullish investor sentiment [Markit]

Travel sites merge, which some see as boon for consumers [NYTimes]

The behavior of individual investors [SSRN]

Does Apple (AAPL) show statistical evidence of an economic moat? [Greenbackd]

The tax advantages of being a landlord [Markewatch]

Sam Zell's tips for real estate newbies [TheRealDeal]

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