Links of Interest, August 20, 2010

Invest alongside professionals – DATAROMA – Value investing – portfolio updates on some great investors

Lesson on 13F’s From Whitney Tilson & an Update on Their InterOil Short Position ~ market folly – good advice from Whitney Tilson if you use 13F’s to generate ideas: read them carefully!

Jeremy Siegel and Jeremy Schwartz: The Great American Bond Bubble –

Akre Capital Management, LLC’s Second Quarter 2010 Letter – Sobering assessment of investors’ options given the specter of a U.S. debt crisis

Fiscal Crises and Imperial Collapses: Historical Perspective on Current Predicaments – Harvard’s Niall Ferguson on the fiscal challenges and choices facing the U.S.

Fairholme Funds Semi-Annual Report for the 6 Months Ended May 31, 2010 – Past Ten Years: Fairholme up $226.10% vs. the S&P 500 down 14.79% – They’re doing something right.

Li Lu’s 2010 lecture at Columbia

Whitney Tilson and Glenn Tongue’s take on the market plus their long case for Anheuser-Busch InBev, Microsoft, and BP courtesy of

Buffett on Durable Competitive Advantages


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