Links of Interest – July 24, 2010

More on Large Cap Stocks | Street Capitalist: Event Driven Value Investments – Street Capitalist makes the long case for Exxon and Johnson & Johnson.

BUSINESS without BORDERS | A perfect predator – Interesting profile of Brookfield Asset Management which, along with Markel, Farifax Financial Holdings, Leucadia, and Danaher, is sometimes compared to an earlier-stage Berkshire Hathaway.

My Investing Notebook: Vitaliy Katsenelson Presentation on China – Value investor Vitaliy Katsenelson makes the case that EBay is undervalued (after his macro-analysis of China and Japan).

On Google, Growth, Pricing Power, and Valuation Multiples « – Bill Gurley’s insightful take on why Google is undervalued.

David Einhorn’s Greenlight Capital Q2 Letter courtesy of Einhorn makes the long case for Apple, African Barrick Gold, Ensco and NCR.



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