Value Plays

Hot Links: Nat Gas, Mark Mobius & the NY Yankees

Stuff I’m Reading this Morning… Greenback’d posted the July mega-list of activist investor situations.  Awesome.  (Greenback’d) Piker gamblers hurting the casino business.  (WSJ) Taobao.com is a monster of e-commerce in China.  (NYT) Community newspapers doing ok, small is beautiful.  (AP via YahooFinance) The 3 stages of a bear market illustrated.  (InvestmentPostcards) My boy Todd Sullivan…