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 « abovethecrowd.com – Bill Gurley’s insightful take on why Google is undervalued.
David Einhorn’s Greenlight Capital Q2 Letter courtesy of marketfolly.com. Einhorn makes the long case for Apple, African Barrick Gold, Ensco and NCR.