Value Investing Resources
- Berkshire Hathaway
- Buffett Partnership Letters 1959 – 1969
- Columbia University's Heilbrunn Center for Graham & Dodd Investing
- Graham and Doddsville
- Graham-Newman Corporation Letters 1946 – 1958
- Hedge Fund Letters
- 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
- Cafe Hayek
- Econlog: Library of Economics and Liberty
- Enterprising Investor: The CFA Institute's Blog
- Greg Mankiw's Blog
- John Cochrane's Blog
- Matt Ridley's Rational Optimist Blog
- Paul Kedrosky's Infectious Greed Blog
- Richard Stott's Blog
- Street of Walls
- Symmetry Capital Blog
- The Adam Smith Institute
- Vox
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Monthly Archives: February 2011
Gates and Buffett at Columbia’s Graduate School of Business 4Q 2009 (Video)
This is old, but it is a timeless clip. I watched this meeting live and thought it well done, but it is amazing how much wisdom you can find in a few minute clip from a 90-minute event. Buffett makes … Continue reading
Howard Marks on Risk (in Jason Zweig’s 2/12 Intelligent Investor Column) and Montier on the Risk and Return Characteristics of Value vs. Growth Companies
I am almost embarrassed to admit that I had never heard of Howard Marks, Chairman of Oaktree Capital Management, until the first quarter of 2009 when a former colleague of mine ribbed me that I had copied one of Marks’s … Continue reading
Two Pieces of Netflix Related News
First, Whitney Tilson announced that he has covered his significant short position in Netflix because his thesis has changed. Quoting Keynes he asked: When the facts change, I change my mind – what do you do, sir? Tilson: In mid-December, we … Continue reading
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The Brandes Institute’s Latest Research; BI Added to the Value Investing Resources List
The Brandes Institute is a subsidiary of value-investing firm Brandes Investment Partners and it publishes investment research in academic and professional journals as well as on its website. I have included a link to their research in the Value Investing Resources … Continue reading