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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: March 2013
How Safe are the Assets that You Trusted to Your Custodian? Jason Zweig
I am a risk manager and credit analyst by training (actually, I think I was born that way), so when I created my hedge fund over three years ago, one of the first questions I asked the partner of (large, … Continue reading
Posted in Uncategorized
Tagged asset protection, Custody Law, Debt Crisis, Financial Media, Jason Zweig, Quantitative Easing, Risk
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Howard Marks in Barrons. Is a Retraction/Correction Coming?
I do not think that Barron’s front page headline in this week’s magazine accurately reflects Howard Marks’ thinking. Marks’ latest full-length memo (he is famous for his memos) seems to be a LOT more cautious and a LOT less sanguine about markets, especially debt markets, than the … Continue reading
Posted in Uncategorized
Tagged Barron's, Debt Crisis, Howard Marks, Margin of Safety, Quantitative Easing, Risk, Value Investing
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Wisdom from Jean-Marie Eveillard (and Seth Klarman)
JME reflects on a conversation he had with Seth Klarman at a wedding. I love that he uses the term “genuine” value investors to distinguish them from the imposters. I have been using the term “true” value investors, but I may switch … Continue reading
Jason Zweig’s Intelligent Investor Column on Novy-Marx’s Quality Formula
Jason is a favorite columnist of mine in part because of his affinity to Ben Graham and value investing, and in part because he is a great guy. His Saturday column, The Intelligent Investor, named after the Graham book that … Continue reading
The Equity Market Annual Return Histogram Updated for 2012
Better late than never. I have updated the equity market annual return histogram for the 16.00% total return generated by the S&P 500 index in 2012. As Michael Mauboussin says, when understanding an investment idea, we should try take an outsider’s … Continue reading