http://www.businessinsider.com/howard-marks-role-of-confidence-2013-8 Howard Marks, the brilliant money manager at Oaktree Capital, has...

http://www.valuewalk.com/2013/08/yield-based-benchmarks-and-total-return-portfolio-experience/ I get a lot of requests for advice.  Here...

http://www.valuewalk.com/2013/08/third-point-letters/ As we mentioned last month, Dan Loeb has taken out lots of data from his monthly...

http://zerohedge.feedsportal.com/c/34894/f/645423/s/2f7210e0/sc/2/l/0L0Szerohedge0N0Cnews0C20A130E0A80E0A10Cguest0Epost0Ewhy0Eoil0Ecould0...

http://www.valueinvestingworld.com/2013/08/the-sunk-cost-fallacy.html via Value Investing World http://www.valueinvestingworld.com/

http://blogs.wsj.com/privateequity/2013/07/31/til-debt-do-us-part-distressed-shops-seeking-ways-to-commit/?mod=WSJBlog With ample capital...

http://aswathdamodaran.blogspot.com/2013/07/developed-versus-emerging-markets.html via Musings on Markets http://aswathdamodaran.blogspot...

http://www.valuewalk.com/2013/07/warren-buffetts-book/ “A fundamental principle: It is better to be approximately right than precisely...

http://www.marketfolly.com/2013/07/julian-robertson-nehal-chopra-of-tiger.html Tiger Management founder Julian Robertson made his rare...

http://www.valuewalk.com/2013/07/howard-marks-2/ For several years, investors have been acting bullish (if not thinking bullish) in...

http://www.valuewalk.com/2013/07/pzena-q2-commentary/ Pzena Q2 Commentary  is out it is titled: A Protracted Value Cycle The history of...

http://seekingalpha.com/article/1563052-is-microsoft-suddenly-a-screaming-bargain?source=feed By Lou Basenese: Talk about whiffing!...

http://seekingalpha.com/article/1560612-how-to-make-earnings-estimates-for-non-pro-analysts?source=feed Over the past few years running...

http://news.morningstar.com/article/article.asp?id=603226&pgid=rss Read full story for details. via Morningstar Articles...

http://www.marketfolly.com/2013/07/coatues-philippe-laffont-on-investing.html Philippe Laffont, founder of hedge fund firm Coatue...

http://www.valuewalk.com/2013/07/seth-klarmans-2007-speech-to-mit/ Seth Klarman: Recent financial market events, including subprime loan...

http://aswathdamodaran.blogspot.com/2013/07/rediscovering-risk-in-emerging-markets.html via Musings on Markets...

http://online.wsj.com/article/SB10001424127887324425204578600230806506440.html?mod=rss_opinion_main DECLARATIONS Today’s fallen...

http://www.valuewalk.com/2013/07/john-rogers-value-investing/ John Rogers Jr., Founder, Chairman and CEO, Ariel Investments LLC...

http://www.valueinvestingnews.com/30-sizzling-slides-value-investing-quotes-amp-wisdom 30 slides of value investing quotes and wisdom to...