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Value Investing Resources
- Berkshire Hathaway
- Buffett Partnership Letters 1957 – 1970
- Columbia University's Heilbrunn Center for Graham & Dodd Investing
- Graham and Doddsville
- Graham-Newman Corporation Letters 1946 – 1958
- Howard Marks's Memos
- Jason Zweig's Website
- Michael Mauboussin's "On Strategy"
- PBS's Your Mind and Your Money
- Robert Shiller's Website at Yale
- Santangel's Review
- Seth Klarman's Investor Letters from 1995 through 4/30/2000
- The Ben Graham Centre for Value Investing
- The Best of Value Investing (Youtube Video Series)
- The Brandes Institute
- Tweedy Browne: What has worked in Investing?
- Value Investigator
- Value investing with Walter Schloss
- Whitney Tilson's Value Investing Website
Value Investing Blogs
Other Investing / Economics / Finance Blogs
- Aswath Damodaran's Blog
- Balance of Economics Blog
- Becker – Posner Blog
- Cafe Hayek
- Econlog: Library of Economics and Liberty
- Enterprising Investor: The CFA Institute's Blog
- Greg Mankiw's Blog
- House of Debt: Amir Sufi and Atif Mian's Blog
- John Cochrane's Blog
- Matt Ridley's Rational Optimist Blog
- Ray Kurzweil's Website
- Richard Stott's Blog
- Street of Walls
- Symmetry Capital Blog
- The Adam Smith Institute
- Vox
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Monthly Archives: November 2010
David Einhorn on Consuelo Mack’s WealthTrack
David Einhorn appeared on Consuelo Mack’s WealthTrack program on November 19, 2010. If I can locate the video, I will embed it here. Until then, I have attached the transcript: Consuelo Mack WealthTrack – November 19, 2010 CONSUELO MACK: This … Continue reading
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Kate Schapiro Interview on CNBC
I met my friend, Kate Schapiro, five years ago when I joined the Annual Conference Committee of the CFA Institute. Kate now chairs the committee. She was interviewed by Joe Kernen on CNBC’s Squawk Box last week. I could not … Continue reading
John Rogers Interview for the CFA Institute
John Rogers of Ariel is a value investor who often appears on CNBC’s Squawk Box. This transcript is posted here because it was distributed by an employee of the CFA Institute for free on LinkedIn. If anyone at the CFA … Continue reading
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Tagged CFA Institute, Charlie Munger, Competition and Strategy, Fred Speece, John Rogers, Warren Buffett
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Seth Klarman Interview from 2006
On May 1, 2006, Seth Klarman gave an interview for a class at Harvard, Psychology of Leadership.… Continue reading
Andy Kessler in Today’s Wall Street Journal
Andy Kessler spun a nice yarn in his book, Running Money. It was about the trials and tribulations of Kessler and his partner in creating a hedge fund, finding investors, raising capital, investing capital, and negotiating with and rejecting seed … Continue reading
The Third Quarter Letter from David Einhorn’s Greenlight Capital
For your reading pleasure–the third quarter letter from David Einhorn’s Greenlight Capital. David is an excellent value-focused, long-short hedge fund manager and his assets have grown quickly due to his stock selection success. That growth has also led David to … Continue reading
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Tagged David Einhorn, Long-Short, Quantitative Easing, Risk, Short Sales, Value Ideas, Warren Buffett
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An Interview with Jeremy Grantham
Jeremy Grantham of GMO is an exceptional big thinker on markets. I think bottom-up investing makes the most sense, but Grantham always makes us think when he speaks about macro events. I had the good fortune of sitting in the … Continue reading
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Tagged Conventional Professional Investors, Jeremy Grantham, Risk, Value Investing
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Free Markets: The Cure for Social Ills
Without getting too political, I suspect that too few understand that free markets cure more ills than even the best progressive policies initiated or funded by government. For your reading pleasure: The Man Who Saved the Whales By WARREN MEYER Nov. … Continue reading
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Tagged Coyote Den, Free Markets, Invisible Hand, Warren Meyer
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Is MAKO Worth Relatively More than Its Competitors?
MAKO Surgical Corporation (NASD: MAKO) is a maker of robotic surgical equipment and minimally invasive orthopedic implants for knee procedures. It was incorporated in 2004, had its initial public offering in 2008, and currently has a $369 million market capitalization. … Continue reading
Why Investors Herd: Jason Zweig’s Latest The Intelligent Investor Column in the WSJ
I do not always agree with Jason Zweig’s recommendations, but we definitely share a similar investing philosophy, and I do agree with him often. The usual reason that I disagree with Jason is that he is more resigned than I … Continue reading
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Tagged Closet Indexers, Conventional Professional Investors, Jason Zweig, Risk, Warren Buffett
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