Sunday links: variant perceptions

31Aug08

Take a closer look at companies that engage in significant R&D expenditures.  (NYTimes.com)

The 8 stock portfolio is off to a good start.  (8stockportfolio.com)

You need a “variant perception” to earn outsized returns.  (Capital Observer)

Stock buybacks are no longer the great boon they once represented.  (WSJ.com)

Why is credit protection on muni bonds expensive relative to corporates?  (Accrued Interest)

Some notable value investors are recognizing losses in financial stocks.  (WSJ.com also Investor’s Consigliere)

Lehman Bros. (LEH) would benefit from a good bank/bad bank strategy.  (Information Arbitrage also naked capitalism)

Late vintage LBOs are putting the hurt on private equity fund (and stock) performance.  (Barrons.com)

How to build an adaptive trading strategy.  (MarketSci Blog)

How one small(ish) foundation outperformed its peers. (WSJ.com)

A new fund seeks to mimic the investment strategies of university endowments.  (Bull Bear Trader)

Don’t forget, the stock market bottoms before the economy.  (Disciplined Approach to Investing)

Some holiday weekend reading.  Five great investment papers.  (Bill Rempel)

We’re still a couple of years away from a residential real estate bottom.  (Aleph Blog)

Are we shifting from a “borrow and buy” economy to a “cash and carry” economy?  (Slate.com)

Are Russia’s collective farms the solution to the world’s food shortages?  (NYTimes.com)

Uncertainty usually has two tails, not just one.”  (Marginal Revolution)

Are you curious what other bloggers are saying about Abnormal Returns? So are we. Feel free to check them out.

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