Links of Interest – February 4, 2011

Google Is Undervalued, Shares Are A Buy


CONTROLLED Richard Russell Turning Bullish on Stocks?

Whitney Tilson Reduces Short Exposure, Refocuses on Buying Cheap Stocks ~ market folly

Einhorn Takes Stake In Georgia Bank —

RAIL TRAFFIC REMAINS STRONG – relevant to gauging the economy and valuing Berkshire Hathaway.

What Has Worked in Investing – updated 2009. Further evidence that value investing works.

Indexed or not indexed? – written in 1997 by François Rochon. Rochon of Giverny Capital makes the case for value investing.

High confidence + humble approach = happy investor – by FRANCOIS ROCHON, February 1, 2011


One thought on “Links of Interest – February 4, 2011

  1. Eric

    Luxor also has a stake in state financial. That guru focus article is pretty weak. I would like to find more info on why they are buying.


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