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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
Stan Majcher (Hotchkis & Wiley Value Portfolio Manager) Interview at Morningstar
As Stan says, the only risk that we as portfolio managers can truly control is the price that we pay for our investments. In other words, we must make a purchase only when all of our research tells us that there is … Continue reading
Posted in Uncategorized
Tagged Benjamin Graham, Hotchkis and Wiley, Stan Majcher, Value Investing
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David Einhorn on the Charlie Rose Show (Video)
David Einhorn appeared on the Charlie Rose Show on December 6, 2010. I think Einhorn is a brilliant securities analyst. He has done a remarkable job providing high risk-adjusted returns for over a decade for the limited partners in his … Continue reading
Realists versus Pessimists
I have been writing for several weeks that I would write a review of Matt Ridley’s The Rational Optimist. I believe it is the most important book of 2010 if only to shake us out of the rigid pessimism brought on … Continue reading
Whitney Tilson’s T2 Partners LLC November Shareholder Letter…
…courtesy of Gurufocus.com T2 Partners November 2010 Shareholder Letter Continue reading
Posted in Uncategorized
Tagged Long-Short, Risk, Short Sales, Value Ideas, Value Investing, Whitney Tilson
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James Montier’s Presentation at the CFA Institute’s European Investment Conference
James Montier is an outstanding strategist who now works for GMO. He spoke last month at the CFA Institute’s European Investment Conference. The attached blogpost summarizes his talk. The money quote: So where do the new normal proponents get it … Continue reading
David Einhorn on Consuelo Mack’s WealthTrack
David Einhorn appeared on Consuelo Mack’s WealthTrack program on November 19, 2010. If I can locate the video, I will embed it here. Until then, I have attached the transcript: Consuelo Mack WealthTrack – November 19, 2010 CONSUELO MACK: This … Continue reading
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Kate Schapiro Interview on CNBC
I met my friend, Kate Schapiro, five years ago when I joined the Annual Conference Committee of the CFA Institute. Kate now chairs the committee. She was interviewed by Joe Kernen on CNBC’s Squawk Box last week. I could not … Continue reading
John Rogers Interview for the CFA Institute
John Rogers of Ariel is a value investor who often appears on CNBC’s Squawk Box. This transcript is posted here because it was distributed by an employee of the CFA Institute for free on LinkedIn. If anyone at the CFA … Continue reading
Posted in Uncategorized
Tagged CFA Institute, Charlie Munger, Competition and Strategy, Fred Speece, John Rogers, Warren Buffett
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Seth Klarman Interview from 2006
On May 1, 2006, Seth Klarman gave an interview for a class at Harvard, Psychology of Leadership.… Continue reading
Andy Kessler in Today’s Wall Street Journal
Andy Kessler spun a nice yarn in his book, Running Money. It was about the trials and tribulations of Kessler and his partner in creating a hedge fund, finding investors, raising capital, investing capital, and negotiating with and rejecting seed … Continue reading