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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
The Third Quarter Letter from David Einhorn’s Greenlight Capital
For your reading pleasure–the third quarter letter from David Einhorn’s Greenlight Capital. David is an excellent value-focused, long-short hedge fund manager and his assets have grown quickly due to his stock selection success. That growth has also led David to … Continue reading
Posted in Uncategorized
Tagged David Einhorn, Long-Short, Quantitative Easing, Risk, Short Sales, Value Ideas, Warren Buffett
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An Interview with Jeremy Grantham
Jeremy Grantham of GMO is an exceptional big thinker on markets. I think bottom-up investing makes the most sense, but Grantham always makes us think when he speaks about macro events. I had the good fortune of sitting in the … Continue reading
Posted in Uncategorized
Tagged Conventional Professional Investors, Jeremy Grantham, Risk, Value Investing
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Free Markets: The Cure for Social Ills
Without getting too political, I suspect that too few understand that free markets cure more ills than even the best progressive policies initiated or funded by government. For your reading pleasure: The Man Who Saved the Whales By WARREN MEYER Nov. … Continue reading
Posted in Uncategorized
Tagged Coyote Den, Free Markets, Invisible Hand, Warren Meyer
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Is MAKO Worth Relatively More than Its Competitors?
MAKO Surgical Corporation (NASD: MAKO) is a maker of robotic surgical equipment and minimally invasive orthopedic implants for knee procedures. It was incorporated in 2004, had its initial public offering in 2008, and currently has a $369 million market capitalization. … Continue reading
Why Investors Herd: Jason Zweig’s Latest The Intelligent Investor Column in the WSJ
I do not always agree with Jason Zweig’s recommendations, but we definitely share a similar investing philosophy, and I do agree with him often. The usual reason that I disagree with Jason is that he is more resigned than I … Continue reading
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Tagged Closet Indexers, Conventional Professional Investors, Jason Zweig, Risk, Warren Buffett
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Don’t be Snookered by Investment Credential Alphabet Soup
Please do not fall for the kind of manipulation examined in the attached Wall Street Journal article. There are only a handful of investment credentials that add value and even fewer that relate directly to the knowledge and experience required in … Continue reading
Part 1 of Excerpts of an Interview with Seth Klarman
The September/October 2010 edition of the Financial Analysts Journal (FAJ) includes a transcript of an interview with Seth Klarman, President and Portfolio Manager of The Baupost Group. The moderator was the Wall Street Journal’s Jason Zweig and the title of … Continue reading
St. Joe Company: Shorting News You Can Use
Greenlight Capital’s David Einhorn, an outstanding long-short value investor, presented at the Value Investing Congress today and detailed why St. Joe may be going to zero. Greenlight is one of a handful of successful investment management firms that have the following … Continue reading
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Tagged David Einhorn, Long-Short, Short Sales, Value Ideas, Value Investing, Warren Buffett
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Sterne Agee Initiates RBCN with a Sell; Confirms MOS’s Analysis
Sterne Agee initiated coverage of Rubicon Technology (NASD: RBCN) with a Sell rating today and agreed with my thesis. If you recall, I inverted in my analysis to arrive at the growth rate necessary to bring RBCN’s price-to-fundamentals in line with larger, … Continue reading
Long-Short Portfolio Construction versus Long Only
Mars Hill Partners (MHP) is an investment adviser specializing in long-short portfolio construction. MHP recently launched an ETF based on its global relative value strategies, which are top-down, macro strategies and much different from the bottom-up, value strategies used the Portfolio Manager. In … Continue reading