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Patrick Goldin
Patrick Goldin
Articles 

Articles of Value — July 25

July 25, 2011

After an extended hiatus, I am back to writing for GuruFocus. Over the coming weeks, expect to see a steady stream of content again.

As reading and thinking is the key to long-term investment success, it is fitting that I begin with the reading materials I found valuable this past week. Not all of it is directly value investing related, but still should further your finance knowledge (Greece bailout, anyone?).

Mining the Portfolio (Distressed Debt Investing)

Translating Corporate Speak: Wynn [Unforeseen Upside Edition #5] (Long or Short Capital)

Forget stress tests — ring fencing banks from sovereigns is the real issue (Bond Vigilantes)

When is an Apple Store NOT an Apple Store? When It's in China... (Jeff Matthews Is Not Making This Up)

Checking in on Prem Watsa of Fairfax Financial Holdings (Santangel's Review)

Deal announced "for Greece and Greece only" (FT Alphaville)

Analysis of Greece's "Trichet Plan" Restructuring (The Big Picture)

Technically, the title of this is "Articles of Value," but it would be a shame to leave out two other items that, while not articles per se, were nonetheless informative. So these items fall under "content of value":

Michael Burry Profiled: Video (Bloomberg Risk Takers)

Eurozone Bank Stress Test: Interactive Graphic (Reuters Breakingviews)

About the author:

Patrick Goldin
Patrick Goldin is the General Partner of the Alain Value Fund LP, a limited partnership exercising a value-focused and bottom-up securities approach. In addition to his duties as general partner, he is a student in high school. He can be reached at [email protected]

Rating: 3.0/5 (4 votes)

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