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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
Howard Marks’s Latest Memo and New Book
Howard Marks has a new book coming out according to his latest memo, which can be found in the resources section in the right hand margin. But, I knew that already because I am scheduled to review the book for … Continue reading
Excerpts from Seth Klarman’s 2010 Letter to Limited Partners
Readers of this blog know that I believe Seth Klarman, portfolio manager at the hedge fund Baupost Group, is one of the greatest investors of our generation. We share so many of the same views as Klarman that I consider us the … Continue reading
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Tagged Benjamin Graham, Housing Bust, Risk, Seth Klarman, Value Investing
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Accounting for Value by Stephen Penman
Yesterday, I received a copy of Accounting for Value written by Stephen Penman. His last name is appropriate because he writes well. There are not many accountants who can write about the relationship between value investing and the principles of … Continue reading
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Gates and Buffett at Columbia’s Graduate School of Business 4Q 2009 (Video)
This is old, but it is a timeless clip. I watched this meeting live and thought it well done, but it is amazing how much wisdom you can find in a few minute clip from a 90-minute event. Buffett makes … Continue reading
Howard Marks on Risk (in Jason Zweig’s 2/12 Intelligent Investor Column) and Montier on the Risk and Return Characteristics of Value vs. Growth Companies
Howard Marks had been writing outstanding letters to his investors for years. I have read almost every one of his letters since and found that they are filled with fantastic investing common sense. Howard Marks has also been delivering great … Continue reading
Two Pieces of Netflix Related News
First, Whitney Tilson announced that he has covered his significant short position in Netflix because his thesis has changed. Quoting Keynes he asked: When the facts change, I change my mind – what do you do, sir? Tilson: In mid-December, we … Continue reading
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The Brandes Institute’s Latest Research; BI Added to the Value Investing Resources List
The Brandes Institute is a subsidiary of value-investing firm Brandes Investment Partners and it publishes investment research in academic and professional journals as well as on its website. I have included a link to their research in the Value Investing Resources … Continue reading
Charlie Munger Speaks at the U of Michigan (video)
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Tagged Behavioral Finance, Benjamin Graham, Charlie Munger, Value Investing, Warren Buffett
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Controversy in the World of Index Investors
Is Your Index Fund Broken? Smart Money By the Numbers by Jack Hough Published January 31, 2011 The Journal of Indexes gives academic treatment to bland investments, and so might not seem a likely source of hot controversy. The latest … Continue reading
“Who Wants to be the Mayor (in China) who…
…reports that he didn’t get 8% GDP growth this year…nobody wants to come forward with that.” –Patrick Chovanec, Profesor, Tsinghua University (at 2:17 in the video below): This is my favorite explanation for the rise of several ghost cities in China … Continue reading
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Tagged Chinese Ghost City, Housing Bust, Patrick Chovanec, Risk, Thomas Friedman
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