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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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Author Archives: Ray Galkowski, CFA
NFLX News You Can Use
Netflix, Starz contract talks fail Date: Thursday, September 1, 2011, 2:46pm PDT http://www.bizjournals.com/sanjose/news/2011/09/01/netflix-starz-contract-talks-fails.html?s=print Diana Samuels Reporter – Silicon Valley / San Jose Business Journal Netflix Inc. and Starz Entertainment have failed to reach an agreement in their contract talks, Starz … Continue reading
Frank Stonach Meets John Galt
It is rare to hear the Chairman of the Board of a public company publicly trash government bureaucrats, especially one from a car part manufacturing company, which is heavily dependent on government regulatory approvals. But, here is Frank Stonach, Chairman of Magna, an … Continue reading
Why are there Few Entrepreneurs?
Two recent Wall Street Journal pieces highlight our current poor economy. The first recognizes that entrepreneurship is on the decline. Shrinking in a Bad Economy: America’s Entrepreneur Class By JOHN BUSSEY Imagine a small airstrip where single-seat Continue reading
More Reasons for Rational Optimism–A Cure for Cancers?
Economic freedom leads to trade and specialization. Millions of free people pursuing wealth–among other things–develop products and ideas that benefit all of mankind. The mere possibility of a cure for cancers makes me immeasurably wealthier today than I was yesterday even … Continue reading
The German Character and the German Problem
If nothing else, Michael Lewis is always entertaining. After briefly describing the German peoples’ long fascination with “scheisse”–more specifically the love of being near it without getting dirtied by it–Lewis tells us that character also extends to German banking: I had gone to … Continue reading
I am a Proud Member of the “I Don’t Know” School
I read the following in Howard Marks’s latest book (p. 138): “Since the investors of the ‘I Know’ school, described in chapter 14, feel it’s possible to know the future, they decide what it will look like, build portfolios designed … Continue reading
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
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Tagged Brian Eno, David Byrne, Matt Ridley, Talking Heads, The Rational Optimist
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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