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THIS MONTH'S ISSUE
Omaha Highlights and Special Offer to Attend New York!
By Value Investing Congress
Over 300 investors from across the globe converged in Omaha for the 7th Annual Spring Value Investing Congress. After two days of intensive sessions, delegates left with numerous actionable investing ideas.
T2 Partners' AIG Video Presentation
By Value Investing Congress
"AIG today is far different from the risky pre-crisis AIG," note Whitney Tilson & Glenn Tongue. Here's their case for why post-bailout AIG is now a "very good global franchise, trading well below intrinsic value, with numerous catalysts."
Guy Gottfried's Presentation from the Value Investing Congress
By Value Investing Congress
There are still bargains out there flying under the radar, notes Guy Gottfried. Here are two promising small-caps he recommends, that nobody's heard of (yet.)
Bob Robotti's Presentation from the Value Investing Congress
By Value Investing Congress
As global demand for natural gas increases, companies like Enerflex Ltd. (TSX: EFX) are poised to benefit. Bob Robotti sees significant growth opportunities for this leading supplier of nat gas production and processing equipment.
Aaron Edelheit's Presentation from the Value Investing Congress
By Value Investing Congress
With the housing crisis waning and rental demand surging, Aaron Edelheit sees opportunity in purchasing distressed homes. Here's his compelling case for why rental real estate should be part of your portfolio.
Research Reports from CapitalCube
By AnalytixInsight
AnalytixInsight’s CapitalCube.com provides comprehensive screening tools on over 40,000 global equities. Here are two detailed, data-rich reports on Zaklady Azotowe Pulawy (ZAP-PL) and Winpak Ltd. (WPK-CA).
Notes from the 2012 Berkshire Hathaway Annual Meeting
By Ben Claremon, The Inoculated Investor
Warren Buffett and Charlie Munger fielded over 60 questions at this year’s Berkshire Hathaway meeting. Here are Ben Claremon’s extensive notes on their answers.
Author Q&A: The Alpha Masters
By Maneet Ahuja
Lifting the curtain on the notoriously private hedge fund industry, Maneet Ahuja gained unprecedented access to interview some of the world’s greatest investors. The Alpha Masters digs deep into their backgrounds and investment philosophies and shares valuable lessons learned from their extensive experiences and insights.relevant as ever.
7 Dividend Stocks to Withstand a Market Downturn
By Scott Rubin, Benzinga Staff Writer
With spring's jitters likely to linger, rotating into defensive dividend stocks may be one way to guard against a summer sell-off. Scott Rubin picks 7 stocks to protect your portfolio from resurgent volatility.
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