What We're Reading ~ 3/12/10 ~ market folly

Friday, March 12, 2010

What We're Reading ~ 3/12/10

Good interview with Paul Sonkin of the Hummingbird Value Fund [Value Walk] ~ Sonkin will be presenting at the upcoming Value Investing Congress as well

Reflections on gold as an asset class [Pragmatic Capitalist]

A great in-depth look at Ackman & Berkowitz's plan for General Growth Properties [Value Plays]

Value opportunities in insurance stocks says Wilbur Ross [Street Capitalist]

An interview with James Montier [Simoleon Sense]

An interesting look at Tudor's Tensor fund [CT News]

Gabriel Nechamkin is back with another hedge fund [FINalternatives]

Do newsworthy hedge funds underperform? [CXO Advisory]

Barton Biggs on why Large Caps are undervalued [Business Insider]

Top portfolio moves from their ultimate stock pickers [Morningstar]

A look at the for-profit education plays hedgies seem to be split on opinion [Seeking Alpha]

Interview with Meridee A. Moore, founder of Watershed Asset Management, a $2 billion hedge fund in SanFran [NYTimes]

The value of content that SeekingAlpha has received for free [World Beta]

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