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Value Investing Resources
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- 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: December 2010
Historical Market Returns by Year (1825 – 2010)
I first saw the Friess Associates and Yale University market return histogram a few years ago and found it fascinating. Barring a large collapse on the last trading day of the year tomorrow, the returns on the S&P 500 (the … Continue reading
Street Cred–The CFA Designation
I enjoyed this description of the Chartered Financial Analyst designation on CNBC today: Continue reading
Stan Majcher (Hotchkis & Wiley Value Portfolio Manager) Interview at Morningstar
As Stan says, the only risk that we as portfolio managers can truly control is the price that we pay for our investments. In other words, we must make a purchase only when all of our research tells us that there is … Continue reading
Posted in Uncategorized
Tagged Benjamin Graham, Hotchkis and Wiley, Stan Majcher, Value Investing
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David Einhorn on the Charlie Rose Show (Video)
David Einhorn appeared on the Charlie Rose Show on December 6, 2010. I think Einhorn is a brilliant securities analyst. He has done a remarkable job providing high risk-adjusted returns for over a decade for the limited partners in his … Continue reading
Realists versus Pessimists
I have been writing for several weeks that I would write a review of Matt Ridley’s The Rational Optimist. I believe it is the most important book of 2010 if only to shake us out of the rigid pessimism brought on … Continue reading
Whitney Tilson’s T2 Partners LLC November Shareholder Letter…
…courtesy of Gurufocus.com T2 Partners November 2010 Shareholder Letter Continue reading
Posted in Uncategorized
Tagged Long-Short, Risk, Short Sales, Value Ideas, Value Investing, Whitney Tilson
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James Montier’s Presentation at the CFA Institute’s European Investment Conference
James Montier is an outstanding strategist who now works for GMO. He spoke last month at the CFA Institute’s European Investment Conference. The attached blogpost summarizes his talk. The money quote: So where do the new normal proponents get it … Continue reading