Weekly links

Deep thoughts from Nate at Oddball about the virtues of patience

Must Read: Damodaran on equity risk premiums

Very good presentation from Zeke Ashton from the Las Vegas Value investor congress

Good post about Dart Group from a blog called Sahara Investing which I just recently discovered

Old School Value looks at Seagate and if one should join Jim Chanos on the short side of this stock.


  • Hi MMI, what about a post about when to sell? I understand more or less when to buy, giving a margin of safety, but then when to sell? thanks.

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