Tim Melvin
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Thanksgiving Reading List

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More diligence needed

http://business.financialpost.com/2014/11/26/michael-sabia-says-new-level-of-diligence-needed-for-investing-in-todays-markets/

Brace for Bumps

http://www.dallasnews.com/business/personal-finance/headlines/20141124-investing-brace-yourself-for-a-bumpy-road.ece

Trillions needed for Energy Infrastructure

http://www.naturalgasintel.com/articles/100531-time-to-get-real-unlock-needed-global-energy-investments-says-wec

EU Exit debate scares investors

http://www.reuters.com/article/2014/11/18/us-investment-yearend-hermes-idUSKCN0J21B520141118

Slow Money

http://www.courier-journal.com/story/life/food/2014/11/04/slow-money-draws-devotees-around-globe/18464135/

A real estate moment

http://news.investors.com/investing-wisdomtree/112514-727916-real-estate-is-having-a-moment.htm

Loss Aversion and performance

http://www.valuewalk.com/2014/11/loss-aversion-preferences-performance-and-career-success-of-institutional-investors/?utm_source=mailchimp&utm_medium=email&utm_campaign=EMAIL_DAILY&utm_content=quick_link

Boring new highs

http://thereformedbroker.com/2014/11/26/the-brutal-monotony-of-all-time-highs/

Oil won’t stay low forever

http://blog.alliancebernstein.com/index.php/2014/11/26/oil-price-wont-stay-low-forever/

Key to success

http://www.livemint.com/Money/zO9hZ6XJhsw56PeTX0FFxH/Key-to-equity-success-is-investing-long-term-at-all-times.html

OPECs Dilemma

http://www.investing.com/analysis/opec's-dilemma-233853

Hot on Russia

http://ftalphaville.ft.com/2014/11/25/2051712/jim-rogers-contrarian-view-on-russia/

Hunting for value

http://investorplace.com/2014/11/hunting-value-cape-around-world/

Economics of happiness

http://www.investing.com/analysis/the-economics-of-happiness-233744

Valuations Matter

http://mebfaber.com/2014/11/23/millennial-investors-dont-trust-the-market-and-they-shouldnt/

If the world worked like Wall Street

http://www.fool.com/investing/general/2014/11/14/if-other-industries-were-like-wall-street.aspx

Q&A with DR Gray - Quant value

http://awealthofcommonsense.com/qa-alpha-architects-wes-gray-part/

Too Complacent?

http://dashofinsight.com/weighing-week-ahead-investors-complacent/

Private equity focused on consumption

http://www.dnaindia.com/money/report-private-equity-funds-eye-consumption-focussed-sectors-says-deloitte-2038781

Hidden Value

http://alphanow.thomsonreuters.com/2014/11/hidden-value-equity-markets-outside-u-s/

Bailout extension

http://online.wsj.com/articles/greece-fails-to-strike-deal-talks-continue-1417015712

Filling the shipping gap

http://www.seatrade-global.com/news/europe/greek-banks-stepping-up-to-fill-shippings-funding-gap.html

The Graham Checklist

http://www.iii.co.uk/articles/208012/ben-grahams-checklist-hunting-high-quality-value-stocks

Talking Deep Value

http://greenbackd.com/2014/11/26/on-bloomberg-radios-talking-stock-talking-deep-value-with-carol-massar-jim-oshaughnessy-and-patrick-oshaughnessy/

Some of mine this week

High return deep value

http://investorplace.com/2014/11/high-returns-low-valuations/3/

Potential Three bagger

http://investorplace.com/2014/11/casella-waste-cwst/

Overlooked Banks

http://www.benzinga.com/analyst-ratings/analyst-color/14/11/5015880/9-widely-overlooked-small-banks-that-offer-big-profit-po

CZWI CEO Interview

http://www.benzinga.com/news/earnings/14/11/5031959/an-exclusive-look-at-citizens-community-bancorp-with-ceo-ed-schaefer

Purple Unicorns and White Potato Pie

http://www.marketfy.com/content/64474-purple-unicorns-and-white-potato-pie

Posted to Banking on Profit on Nov 26, 2014 — 5:11 PM
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