In the Notice of Extraordinary General Meeting Great Southern outlines to investors why they seek to exchange shares for woodlots and cattle droves. What follows is just my notes and in no way a recommendation for anyone. The deal appears to be reasonable for MIS holders, whose real mistake was originally investing in the MIS projects. MIS investors should be angry at themselves for believing a new financial product was going to be profitable for them. New financial products are designed to make promoters, advisors and banks wealthy. None of …

Intel is a cyclical growth company. As such it should be bought at a discount to the S&P500. The good news is Intel currently trade at a discount with a ttm P/E of 12.46 and INTC is close to all time low valuations.

Fund managers are generally happy to share their views. Their letters are often a great source of investment wisdom. While Buffett’s Berkshire Letters get the lion’s share of focus, many other fund managers provide valuable insights for investors.
I wrote about Howard Marks of Oaktree yestersay. That is his first letter that I have read and I look forward to reading more.
My ten favourite fund manager letters ex Buffett

You can subscribe the thoughts of Bill Nygren and other managers at Oakmark.

West Coast Asset Management provides an excellent archive of their Exclusive …

Free Stuff

Retire Early is a great source of free retirement spreadsheets
Good free portfolio software for private and professional investors. Icarra

For Investing Research

Reuters is good, but a tad slow.
Morningstar Charts in Ogres Crypt.
Ten Years Financial Summary free at Ogres Crypt.
Seeking Alpha Transcripts fantastic service based on one simple, great, inexpensive idea. The whole site keeps getting better and better.
Google Finance with its cool news flagged on easily scalable chart and the new Google Stock Screener
Yahoo Finance and their other useful tools like the industry browser

Charts

StockCharts is good for a quick snapshot.
BigCharts. …

Where does Warren Buffett get his investment ideas?
Start with the As: The story goes that when a reporter asked Buffett where he gets his investment ideas, he replied that he reads annual reports and learns about every publicly traded company in the United States. “But there are 27,000 public companies,” the reporter responded. “Well,” replied Buffett, “start with the As.”
I don’t think I’m going too far out on a limb to suggest that Buffett’s advice is not particularly helpful to the average investor.
Newsletters
My primary source of ideas

Bookmarks or Favorites to those clinging to Bill’s apron strings.
Before starting this article I thought it would be easy to select the ten best investing sites I have bookmarked. I soon realised selecting the ten best from my thousands of bookmarks was going to be near impossible. Could you sort through all your bookmarked favorites?
Hence I’ve decided to list ten good websites across three categories; stock analysis, investment research and investing pick ‘n mix. These are good sites which every self directed investor should have in their favourite/bookmark list.
I hope …

Ten days to move my investing world online and share it with you, that’s some challenge.
Day One: My Reading List. Or more accurately, ten excellent investment articles from my hard drive reading list, in no particular order.