IntelInvestor Tweets
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
-
Recent Posts
Archives
- May 2016
- December 2015
- August 2015
- June 2015
- April 2015
- March 2015
- February 2015
- January 2015
- October 2014
- September 2014
- August 2014
- July 2014
- May 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- August 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
MOS Cloud
Behavioral Finance Benjamin Graham CAPE CFA CFA Institute Charlie Munger Chartered Financial Analyst China Closet Indexers Competition and Strategy Conventional Professional Investors David Einhorn Debt Crisis Entrepreneurial Spirit Euro Crisis European Debt Crisis Eurozone Fama and French Financial Media Free Markets Friederich Hayek Housing Bust Howard Marks Invisible Hand James Montier Jason Zweig Joel Greenblatt Long-Short Margin of Safety Matt Ridley Michael Lewis Michael Mauboussin NFLX Quantitative Easing Risk Robert Shiller Seth Klarman Short Sales The Rational Optimist Tobin's Q Ratio Value Ideas Value Investing Video Warren Buffett Whitney Tilson
Monthly Archives: July 2011
Brian Eno, Rational Optimist
Growing up, I had a bit of an eclectic taste in music. My taste included everything from the Brits–Beatles, Stones, and especially the Who (I would listen to Quadrophenia at least once per day)–to early David Bowie, Talking Heads, U2, … Continue reading
Posted in Uncategorized
Tagged Brian Eno, David Byrne, Matt Ridley, Talking Heads, The Rational Optimist
Leave a comment
Left in the Dark–How Regulations Encroach on the Private Sector
As readers of this blog know, I believe the regulatory burden imposed by federal and state governments is largely to blame for the stagnation in the US and elsewhere. That burden includes the large amount of things government spends taxpayer money on–such … Continue reading
NFLX Getting “Hammered” After Hours; Is this the Walk of Shame?
We doubt that missing revenue forecasts by less than 1% is legitimate reason for hammering a stock, especially when its earnings beat by a fair amount. No, it looks more like the morning after an NFLX investor party. At the … Continue reading
Prem Watsa’s Thoughts on Current Macro Conditions
Prem Watsa is Chairman of Fairfax Financial, a Canadian P&C firm in the mold of Berkshire Hathaway. Prem is sometimes called Canada’s Warren Buffett. We held a profitable position in Fairfax for a while, but no longer hold any interest … Continue reading
Baupost Group’s (Seth Klarman) 2011 Returns
I guess for some journalists a 30% cash position is encouraging news: The Boston-based manager’s partnerships were down between 0.25 percent and 0.60 percent in June. As a result, they are up 2.25 percent to 2. 75 percent for the year … Continue reading
Posted in Uncategorized
Tagged Benjamin Graham, Long-Short, Risk, Seth Klarman, Value Ideas, Value Investing
Leave a comment
Crush the Entrepreneurial Spirit and the US Will Become Greece
There was an interesting piece written by Anne Jolis and published yesterday in the Wall Street Journal. The article was on John Coustas, a Greek and head of Danaos Corporation, the third-largest container ship company in the world. I will … Continue reading
Posted in Uncategorized
Tagged Entrepreneurial Spirit, Free Markets, Friederich Hayek, Greece
Leave a comment
Similar Investors Perform Alike…
…as Buffett noted in his Superinvestors speech–see tab above–despite having little overlap in their portfolios. I liberally copied from the business models used by Ben Graham, Warren Buffett, David Einhorn, Seth Klarman, and Mohnish Pabrai. Those investors started small with … Continue reading
A Major Economics Lesson in a 5-Minute and 10-Second Video
View, in 5:10, practically everything you need to know about the efficiency of free markets and how freedom leads to rapid improvements in your standard of living (H/T: CafeHayek.com): The most convincing argument in favor of free markets is to … Continue reading
The Great Minds Think Alike Department
If I am correctly reading the notes taken by the Inoculated Investor (http://inoculatedinvestor.blogspot.com/) at Charlie Munger’s annual meeting recently, then Munger is a big fan of Matt Ridley’s Rational Optimist too. The Google document: https://docs.google.com/viewer?a=v&pid=explorer&chrome=true&srcid=0B7X_KYnqpniZNTY4YjdkY2UtNjU5Ny00ZmYxLTg0YWItODJkMWY0ZjBhNzA1&hl=en_US I disagree with the conclusion … Continue reading
CAPE Update (Or, was Last Week’s 5.6% Market Pop Justified?)
As of July 1, 2011, the Cyclically Adjusted PE (CAPE) ratio for the S&P 500 is 23.13, which essentially means the average share of common stock in the S&P 500 companies trades for 23.13 times its annual earnings averaged over … Continue reading