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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: December 2011
With No Changes, the US Will Be Insolvent
http://www.washingtonpost.com/opinions/the-dirty-secret-in-uncle-sams-friday-trash-dump/2011/12/28/gIQArtWMNP_story.html?tid=sm_btn_tw Buried in GAO financial statements released on the Friday before Christmas was this information (H/T Guy Spier): In fiscal 2011, the cost of [Social Security and Medicare] promises grew from $30.9 trillion to $33.8 trillion. To put that in context, consider … Continue reading
Posted in Uncategorized
Tagged Debt Crisis, Entitlements, Financial Media, Guy Spier, Quantitative Easing, Risk
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Ron Paul’s Portfolio: “A Cellar-Full of Canned Goods and 9mm Rounds…”
At least that is what William Bernstein thinks (H/T: Greg Mankiw): At our request, William Bernstein, an investment manager at Efficient Portfolio Advisors in Eastford, Conn., reviewed Rep. Paul’s portfolio as set out in the annual disclosure statement. Mr. Bernstein … Continue reading
The Origin of Kellogg’s Corn Flakes
Like mutations in evolution, many accidents such as the one described below lead to increases in diversity. Further proof that centralized, top-down planning could never produce a standard of living as satisfying as atomistic, decentralized agents produce. I love browsing … Continue reading
Part II of my Notes from the CFA Institute’s Value Investing Conference
(Click on the tag below for the other parts) Sorry, I was very busy. Rather than wait and post notes on several speakers, I thought it better to post each one as I complete it. As a reminder: The CFA … Continue reading
Cleveland Fed: State of the Consumer
US consumer data does not comport with the optimistic market today (H/T: Jason Zweig) http://www.clevelandfed.org/research/trends/2012/0112/01houcon.cfm  … Continue reading
Posted in Uncategorized
Tagged Cleveland Federal Reserve Bank, Consumption, Debt Crisis, Housing Bust, Risk
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Happy Holidays from the Margin of Safety Blog
The Wall Street Journal can be surprising. I never heard of this little girl before seeing the embedded video on WSJ.Com today, but she apparently came out of nowhere and did well on the TV show, America’s Got Talent. Enjoy:… … Continue reading
More on Europe from SocGen and Kyle Bass
From a SocGen Analyst’s note released today: The extraordinary events we’ve seen these past months are now threatening the euro project, and calls for its dismissal, which were laughable a year ago, are becoming more mainstream. Risk aversion has increased … Continue reading
Posted in Uncategorized
Tagged Debt Crisis, Euro Crisis, European Debt Crisis, Eurozone, Financial Media, Hayman Capital, Kyle Bass, Risk, Short Sales
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A Close Examination of Federal Stimulus Spending in Silver Spring, MD…
…and the US. Whew. (H/T: Cafe hayek) More evidence that the Austrian School is correct. Paul Krugman still believes we just needed more of this: On another note, George Mason University has quite an impressive number of thinkers in … Continue reading
“It’s a Disaster, the United States…” Kyle Bass
Bass’s usual upbeat outlook on Japan, Europe and the US as broadcast on BNN today. I wish the interviewers would have allowed Bass to fully answer their questions. They cut him off too many times to ask a new question in the … Continue reading
The President and CEO of the CFA Institute Presents…
…a video introduction to the Institute’s annual report. John Rodgers has done a fine job and is an excellent spokesman for the CFA Institute. Now, if it could only help charterholders like me raise capital for our investment vehicles…… Continue reading