First Visit? Good Place to Start

Here are my suggested top posts to read:

1. What Would You Buy If Price Didn't Matter?
2. Is Price Everything? (A Thought Challenge For Value Investors)
3. Aeropostale (ARO): Part Three - A Behavioral Finance Case Study [Intro to Shleifer Effect]
4. Contemplations on Owner Earnings: Buffett's 1986 Letter
5. Amazon (AMZN): Contemplations on Russo's "Capacity to Suffer"

6. Aeropostale (ARO): Part Four - Shleifer and Ackman

7. Walmart (WMT): Part Three - Benefits of Parsimony, the Right Premise & Indoctrination 

8. Walmart (WMT): Part One - Simple, Unifying Themes
9. The Most Significant Battle in Amazon History (Why Bezos Celebrated the Bubble Popping)
10. Thoughts On Success and Failure
11. Thomson Reuters (TRI): Sheifler Effect & Interpretation Arbitrage (?)
12. No Extra Credit for Being a Contrarian

Here are the top 5 most visited posts as of end of June 2012:

1. Walmart (WMT): Part Four - EDLC-EDLP...Strength or Weakness?
2. The Amazon Credo (And Who Are the Middlemen Exactly?)
3. Avon Products: Andrea Jung v. Wendy Nicholson
4. Dun & Bradstreet (DNB): Contemplations on Wasting a Moat
5. The Most Significant Battle in Amazon History (Why Bezos Celebrated the Bubble Popping)

Here is the series on Amazon (ongoing/unending?) from most recent to oldest:

• Amazon Entering Smartphone Game...Why?
• Amazon Secrets Hiding In the Open
• Amazon's Rapid Sales Growth...Buying the New Business?
• Amazon's Sales Tax Issue
• The Most Significant Battle in Amazon History (Why Bezos Celebrated the Bubble Popping)
• The Amazon Credo (And Who Are the Middlemen Exactly?)
• Everything You Need to Know About Amazon.com in 30 Minutes
• CEO Philosophy On Stock Price: Amazon and salesforce.com
• Pricing Power Part III: Amazon.com As Vehicle For Low Price/Scale Cost Advantage
• Pricing Power Part II: Lowering Price As Competitive Advantage
• Pricing Power Part I: Apple (AAPL) Demands a Premium
• Amazon (AMZN): Playing Offense or Defense? Part I. Kiva Robots
• Amazon (AMZN): Playing Offense or Defense? Part F. Kindle Fire
• Amazon (AMZN): Playing Offense or Defense? Part E. Investing in Software
• Amazon (AMZN): Playing Offense or Defense? Part D. Increased Fulfillment Capacity
• Amazon (AMZN): Playing Offense or Defense? Part C. Content for Prime Members
• Amazon (AMZN): Playing Offense or Defense? Part B. Lowering Prices
• Amazon (AMZN): Playing Offense or Defense? Part A. Subsidized Shipping
• Contemplations on Owner Earnings: Buffett's 1986 Letter
• Amazon (AMZN): Contemplations on Russo's "Capacity to Suffer"
• Amazon (AMZN): Investing In the Compounding Machine
• Amazon.com (AMZN): Shleifer Effect in Play?

Shleifer Effect Series (from oldest to most recent):

• Aeropostale (ARO): Part Three - A Behavioral Finance Case Study 
• Aeropostale (ARO): Part Four - Shleifer and Ackman
• Amazon.com (AMZN): Shleifer Effect in Play?
• Thomson Reuters (TRI): Shleifer Effect & Interpretation Arbitrage (?)
• The Shleifer Effect Watchlist
• Mattel (MAT): Entering Shleifer Effect Watchlist
• No Extra Credit for Being a Contrarian
• Intuit (INTU): Entering Shleifer Effect Watchlist
• Walmart (WMT): Shleifer Effect Watchlist
• H&R Block (HRB): Entering Shleifer Effect Watchlist
• Update on the Shleifer Effect (WMT,INTU)
• Lowe's (LOW): Entering Shleifer Effect Watchlist
• Facebook (FB): Entering Shleifer Effect Watchlist
• Facebook, Henry Blodget, and the Shleifer Effect
• BBBY Entering Shleifer Effect Watchlist
• Nike Entering Shleifer Effect Watchlist

Walmart Series:

• Update on the Shleifer Effect (WMT,INTU)
• Walmart (WMT): More Thoughts on NY Times Allegations
• Walmart (WMT): Shleifer Effect Watchlist
• Walmart (WMT): Part Six - Is Walmart Cheap?
• Walmart (WMT): Part Five - Sideways Action Deflates the Value Balloon
• Walmart (WMT): Part Three - Benefits of Parsimony, the Right Premise & Indoctrination
• Walmart (WMT): Part Two - Raison D'être
• Walmart (WMT): Part One - Simple, Unifying Themes

Aeropostale Series:

• Aeropostale (ARO): Part Four - Shleifer and Ackman
• Aeropostale (ARO): Part Three - A Behavioral Finance Case Study 
• Aeropostale (ARO): Part Two - Valuation Thoughts
• Aeropostale (ARO): Part One - The Assumptions

Other (Briefer) Evaluations:

• Thomson Reuters (TRI): Shleifer Effect & Interpretation Arbitrage (?)
• Facebook (FB): Entering Shleifer Effect Watchlist
• Dun & Bradstreet (DNB): Contemplations on Wasting a Moat
• Becton Dickinson (BDX)
• Hasbro (HAS): Part One - My Intro to the Toy Industry
• Overstock.com (OSTK): Part One – An Introduction