Interesting Items for Wednesday, June 27, 2007
I've mentioned Cheap Stocks before. It's an excellent blog. Usually, you'll find Graham type stocks being discussed over there. However, the latest post discusses Disney (DIS) – a wide-moat, Buffett type stock if there ever was one.
Cheap Stocks was on my list of the Eight Best Investing Blogs. So was Streetinsider.com 13D Tracker. There are three new posts over there. One mentions that Bill Ackman's Pershing Square has disclosed a roughly $190 million stake in Legg Mason (LM), a stock that has been written about before over at Value Discipline: "Legg Mason – Is It Time To Start Looking" (9/12/2006), "Falling Out the First Storey Window" (3/16/2007), "Nuveen Takeover – Think About Legg and Federated" (6/20/2007).
I've mentioned Fat Pitch Financials and its Contributor's Corner many times before. Here's a good example of what goes on over at the Contributor's Corner – read "A Tale of Two Tender Offers".
George (who writes Fat Pitch Financials) also runs Value Investing News. Through that community site you can see these four items: Ebay – Bidding for Lunch With Warren Buffett, Bloomberg TV Interview with Buffett (discussing Glide), Bloomberg TV Interview with Bruce Greenwald, Bloomberg TV Interview with Mohnish Pabrai.
The most interesting interview is actually Greenwald – though that's largely a result of how the interview was conducted. The Buffett interview was supposed to be limited to discussing Glide and the lunch. The Pabrai interview is far from the highpoint in the art of the interview. But, it's the person being interviewed that's most important and each of these three are interesting subjects.
I forgot to mention that Value Blog Review, another one of the Eight Best Investing Blogs, posts stock screens. It does. Here's the most recent example.
You may have noticed a post entitled "Consortium Including Berkshire Hathaway Drops Multi-Billion-Dollar Bid". This is the first example of content provided by Reflections on Value Investing. They've kindly agreed to exclusive syndication on this site. So, please don't reproduce any of that content without sending me an email first. As always, you can reproduce anything I write provided you make no modifications and attribute it. If you'd like to reproduce it in any other way – and haven't already discussed something with me – please send me an email as a courtesy. I can't imagine you'd do something with it that I'd disapprove of, but I'd appreciate an email nonetheless.
Finally, Jeff Matthews has written a series of posts on Buffett and Berkshire. It's good. Read it. I hesitate to link to it, because reading his stuff always gives me writer envy. But, given the subject matter, the omission of a link would be inexcusable.
Happy Hunting.