Must read: Jim Chanos interview on fraud
The Brooklyn Investor on Loew’s corporation
A fund managament company which I discovered by chance which has an interesting “off the beaten path” portfolio: Evermore Capital
Highly recommended: “A good day to live” blog. Mainly about downshifting but with occassional great comments about investing, how to take crisis more easily etc.
Alternative Assets are overhyped says Abnormal returns. I like especially this quote which sums up alternative assets nicely:
Think of it like this, he [Bernstein] says: “The first person to the buffet table gets the lobster. The people who come a little later get the hamburger. And the ones who come at the end get whatever happens to be stuck to the tablecloth.”