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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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Category Archives: Uncategorized
Baupost Group’s (Seth Klarman) 2011 Returns
I guess for some journalists a 30% cash position is encouraging news: The Boston-based manager’s partnerships were down between 0.25 percent and 0.60 percent in June. As a result, they are up 2.25 percent to 2. 75 percent for the year … Continue reading
Posted in Uncategorized
Tagged Benjamin Graham, Long-Short, Risk, Seth Klarman, Value Ideas, Value Investing
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Crush the Entrepreneurial Spirit and the US Will Become Greece
There was an interesting piece written by Anne Jolis and published yesterday in the Wall Street Journal. The article was on John Coustas, a Greek and head of Danaos Corporation, the third-largest container ship company in the world. I will … Continue reading
Posted in Uncategorized
Tagged Entrepreneurial Spirit, Free Markets, Friederich Hayek, Greece
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Similar Investors Perform Alike…
…as Buffett noted in his Superinvestors speech–see tab above–despite having little overlap in their portfolios. I liberally copied from the business models used by Ben Graham, Warren Buffett, David Einhorn, Seth Klarman, and Mohnish Pabrai. Those investors started small with … Continue reading
A Major Economics Lesson in a 5-Minute and 10-Second Video
View, in 5:10, practically everything you need to know about the efficiency of free markets and how freedom leads to rapid improvements in your standard of living (H/T: CafeHayek.com): The most convincing argument in favor of free markets is to … Continue reading
The Great Minds Think Alike Department
If I am correctly reading the notes taken by the Inoculated Investor (http://inoculatedinvestor.blogspot.com/) at Charlie Munger’s annual meeting recently, then Munger is a big fan of Matt Ridley’s Rational Optimist too. The Google document: https://docs.google.com/viewer?a=v&pid=explorer&chrome=true&srcid=0B7X_KYnqpniZNTY4YjdkY2UtNjU5Ny00ZmYxLTg0YWItODJkMWY0ZjBhNzA1&hl=en_US I disagree with the conclusion … Continue reading
CAPE Update (Or, was Last Week’s 5.6% Market Pop Justified?)
As of July 1, 2011, the Cyclically Adjusted PE (CAPE) ratio for the S&P 500 is 23.13, which essentially means the average share of common stock in the S&P 500 companies trades for 23.13 times its annual earnings averaged over … Continue reading
A Looming Problem in China
We wonder what will become of the dozens of Chinese ghost towns, which are literally unoccupied whole cities in China built for hundreds of thousands of occupants on loans such as those in the attached article. What will happen when these … Continue reading
Another Disconnect w/r/t the Market
Narrowly focused company analysts are raising performance expectations for the businesses they follow while broadly focused market strategists and economists are lowering their estimates for market performance. One group is going to be wrong. David Dreman and many other value … Continue reading
Where Does IT Talent Desire to Work?
It looks like most techies want to work for Facebook. (HT: Paul Kedrosky)  … Continue reading
A New Blogroll Link
I have added a link to Whitney Tilson’s Value Investing Letter to the blogroll today. The Letter has timely updates on value investors and investing ideas. The link to his value investing website shall remain in the Value Investing Resources section … Continue reading