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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: January 2012
Book Review: Ben Graham Was a Quant | Enterprising Investor
Rodney Sullivan posts the Ronald L. Moy review of Ben Graham Was a Quant on the CFA Institute’s blog: Book Review: Ben Graham Was a Quant | Enterprising Investor The book is now available in the bookstore above… Continue reading
Posted in Uncategorized
Tagged Benjamin Graham, CFA, CFA Institute, Rodney Sullivan, Ronald L. Moy
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Econ Phd Programs: Nothing New, But the Math is Really Hard
I was a PhD student in Economics at NYU in 1986-1987. I remember thinking each week during that school year that that was going to be the week that I learned something new in economics. Unfortunately, it never happened. I was … Continue reading
Dearth of Posting / Blog Reorganization
My apologies for a lack of posting, but it is a busy time of year for fund managers. I will get back on a regular schedule soon. Until then, notice that I have been slowly adding blogs in the blogroll to … Continue reading
Late 2011 Interview with Bill Ackman (Bloomberg Video)
A video posted at Bloomberg of an interview with Bill Ackman at a conference in 2011 (H/T: Street of Walls)… Continue reading
Posted in Uncategorized
Tagged Bill Ackman, Bloomberg, Margin of Safety, Street of Walls, Value Ideas, Value Investing, Video
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Equity Market Histogram: Another Victory for the Mode in 2011
As I recall, I said at the beginning of 2011 that predictions are worthless, but if one takes an outsider’s view there is a 70% chance that the market’s total return will be positive in 2011 and that the most likely event … Continue reading
Posted in Uncategorized
Tagged Competition and Strategy, Conventional Professional Investors, Euro Crisis, Financial Media, Free Markets, Historical Market Histogram, Invisible Hand, Market Returns Histogram, Matt Ridley, Outside View, Predicting the Future, Risk, The Rational Optimist
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JP Morgan Asset Management’s State of the Markets
Many interesting factoids on the current state of the market. Enjoy: JP morgan Asset Management’s Guide to the Markets 12-31-11 Continue reading