IntelInvestor Tweets
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
-
Recent Posts
Archives
- May 2016
- December 2015
- August 2015
- June 2015
- April 2015
- March 2015
- February 2015
- January 2015
- October 2014
- September 2014
- August 2014
- July 2014
- May 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- August 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
MOS Cloud
Behavioral Finance Benjamin Graham CAPE CFA CFA Institute Charlie Munger Chartered Financial Analyst China Closet Indexers Competition and Strategy Conventional Professional Investors David Einhorn Debt Crisis Entrepreneurial Spirit Euro Crisis European Debt Crisis Eurozone Fama and French Financial Media Free Markets Friederich Hayek Housing Bust Howard Marks Invisible Hand James Montier Jason Zweig Joel Greenblatt Long-Short Margin of Safety Matt Ridley Michael Lewis Michael Mauboussin NFLX Quantitative Easing Risk Robert Shiller Seth Klarman Short Sales The Rational Optimist Tobin's Q Ratio Value Ideas Value Investing Video Warren Buffett Whitney Tilson
Author Archives: Ray Galkowski, CFA
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
Leave a comment
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
Leave a comment
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
I, Cheeseburger
H/T Cafe Hayek for the link Another example of the beauty of free markets in the spirit of the famous: I, Pencil. We rarely examine sufficiently the counterfactuals to the success of free markets, which allows anti-capitalists such as Michael … Continue reading
Two Value Investing Blogs Added to the Blogroll
I have added two blogs to the value investing blogroll: Oddball Stocks and Whopper Investments. Of course, I do not agree with every recommendation in those blogs and I have in fact passed on several of the companies that they … Continue reading
Part I of my Notes from The CFA Institute’s Conference: “Security Analysis and the Search for Value”
The CFA Institute conducted a conference on value investing in New York on November 29 and 30. The program was excellent. I am posting some of my notes and some of my favorite quotes from the presentations to give you … Continue reading