My top 10 articles this week 2/8 - 2/15

I will keep adding the best articles I find this week in various blogs


1. Benjamin Graham six articles from Valuehuntr blog
2. http://toddsattersten.com/2010/02/fixed-to-flexible---the-ebook.html
3. Interesting Article on Sovreign Debt
4.

Excellent presentation from Ackmann on Kraft- looks like a deal

This is an excellent return for US stocks where we can get 15% in the next three years.  Thanks my little investing note book. The more I read this blog, the more I like it. This provides more details about margins for various food segments in various categories.
http://myinvestingnotebook.blogspot.com/2010/02/ackmans-presentation-on-kraft.html?utm_source=feedburner&utm_medium=twitter&utm_campaign=Feed%3A+MyInvestingNotebook+%28My+Investing+Notebook%29

Why Micro Technologies (India) is a Sell

Well I started this blog recommending Micro Technologies but after gaining more than 200% in less 8 months,I have asked my friends to sell this stock not because it is not undervalued but due to debt it has taken. It's P/E is closer to 3 and P/B is less than 0.70. In all traditional terms it looks cheap and probably still some value is left.

Recently after reading alot about Walter Schloss, my thought process has changed significantly. I am more aware of the perils of the debt. I am willing to look at companies with debt but only when the cash flows are predictable. This is the biggest lesson I have learned in the last one year.

I also do not like any businesses that raise capital give convertible warrants especially to promoters or friends of promoters. That's why Micro Technologies India is a sell.

Most Amazing video I have seen related to physical world and virtual world

This is the most amazing video I have seen between the interaction of physical world and virtual world.