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Value Investing Resources
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- PBS's Your Mind and Your Money
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- 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
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- Value Investigator
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- Whitney Tilson's Value Investing Website
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Other Investing / Economics / Finance Blogs
- Aswath Damodaran's Blog
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- Ray Kurzweil's Website
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- Symmetry Capital Blog
- The Adam Smith Institute
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Monthly Archives: May 2011
LinkedOut–Securities Borrowing and the Inability to Correct Bad Prices
Securities borrowing costs can be a problem when trying to short clearly overvalued businesses (from a Dow Jones NewsPlus story today): The average wholesale rate to borrow LinkedIn was 86% on Tuesday, Astec’s data show. This means that hedge funds seeking … Continue reading
Greenblatt’s Book, Calandro’s Suggestions, and the CAPE
I am sorry for the dearth of posting. Between tax season and attending the CFA Institute’s Annual Conference in Edinburgh, I had little time. A review of Greenblatt’s book can be found here: http://post.nyssa.org/nyssa-news/2011/05/book-review-the-big-secret-for-the-small-investor.html Also on the Post, an interesting … Continue reading
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Tagged CAPE, Joel Greenblatt, Joseph Calandro, Jr, Robert Shiller, The Finance Professionals' Post
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The Rational Optimist has Won the Hayek Prize
From the Rational Optimist Blog to the right: The Rational Optimist has won the Hayek Prize from the Manhattan Institute. I will be giving the Hayek Lecture when I accept the prize later in the year. The Hayek Prize honors … Continue reading