Links of Interest – October 12, 2012

Graham & Doddsville Newsletter – Fall 2012

Joel Greenblatt Interview in Latest Graham & Doddsville Newsletter ~ market folly

Edward Lampert Boosts Stake in Sears Hometown To 10%

ComScore: Google’s Search Engine Market Share Increased In September, Yahoo Down Another 0.6 Percentage Points | TechCrunch

Half of the Facts You Know Are Probably Wrong –

Ackman: P&G Has Stumbled Over Past Few Years

Future of Television: Evaluating the Technological Landscape | Business |

Digital TV passes global 50% | Advanced Television

The Brooklyn Investor: Pzena Investment Management (PZN)

The Brooklyn Investor: The Deep Value Cycle (and the Case for Value Investing)

The Unpivotable Hewlett-Packard | PandoDaily

Brands fear pitfalls of Amazon catwalk –

Fairfax’s Watsa prepares for the worst – The Globe and Mail

Yum Brands Profit Jumps 23% on U.S. Business –

GuruFocus Interview with Fairfax CEO Prem Watsa

perfect research: Notes from meeting with value investor Mr. Mohnish Pabrai

Horizon Kinetics on Spin-Offs

How Do Companies Develop Habit-Forming Products? | Stanford Graduate School of Business

Dell: Too Cheap To Ignore – Seeking Alpha


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