Weekly Links

MUST READ: Walter Schloss interview / speech

Katsenelson on cyclical stocks

Credit Suisse investing yearbook 2011. Treasury trove of historical data e.g. 110 year rates of returns

Bronte on the latest accounting fraud and former MoMo darling Diamond Foods

All strategy is local by Bruce Greenwald

Interesting post about how to limit portfolio positions

Marty Whitman is going to retire at age 87. Sort of.


  • The DMND short is a nice one. Very low F-Score and G-Score numbers warned investors for several quarters that trouble might be ahead. It is fascination, how these simple scores work.

  • Thanks! The cs-yearbook is truly impressive.

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