What We're Reading ~ Analytical Links 10/31/13 ~ market folly

Thursday, October 31, 2013

What We're Reading ~ Analytical Links 10/31/13

A look at TransDigm Group (TDG) [Brooklyn Investor]

Repeatedly burned, short sellers avoid momentum stocks [Reuters]

Liberty Global: On the European empire John Malone's built [BusinessWeek]

Michael Lewis on the next crisis [BusinessWeek]

For once mighty Sears, pictures of decay [Dealbook]

Amazon and the profitless business model fallacy [Eugene Wei]

A write-up on Emerald Oil (EOX) [Dedwardssays]

Trucking companies inching toward using natural gas as fuel [WSJ]

The new reality of international bonds [Vanguard]

Time to buy former retailing darling Tesco [Institutional Investor]

GlaxoSmithKline's China conundrum [FT]

Moats widen for railroads & luxury goods [Morningstar]

Eastman Chemical: specialty chemical for commodity price [Seeking Alpha]

Current tech euphoria in Silicon Valley isn't exactly like 1999 [WSJ]

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