On knowing a company's relevant metrics and the investment thesis [MicroFundy]
The great equity rotation myth [CapitalObserver]
Thorp and Buffett on beating the market [Abnormal Returns]
Secular bear market 'hibernation' [The Big Picture]
Bond convexity and price risk [Business Insider]
Where are we in 2013? [Joe Kusnan]
The biggest housing bubble in the world is in Canada? [The Atlantic]
Should you gamble on Tropicana Entertainment? TPCA [Seeking Alpha]
Valero (VLO) updates its CST Brands spinoff [StockSpinoffs]
Hewlett Packard (HPQ) board studying break up [Quartz]
Bullish pitch on Merck (MRK) [Barrons]
Beating the market by buying back stock [Fortune]
A third of student loan debt belongs to subprime borrowers [WSJ]
Industrial revolution: The insourcing boom [The Atlantic]
Insider selling picks up [Marketwatch]
Create your own Apple (AAPL) stub [Brooklyn Investor]
Mexican banks: from tequila crisis to sunrise [Economist]
Wednesday, February 13, 2013
What We're Reading ~ Analytical Links 2/13/13
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