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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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MOS Cloud
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Category Archives: Uncategorized
A Book Review
Heh, I was looking at the NYSSA website and stumbled on a book review written in 2011 of Joel Greenblatt’s The Big Secret for the Small Investor and forgot that I wrote the review. Enjoy: http://post.nyssa.org/nyssa-news/2011/05/book-review-the-big-secret-for-the-small-investor.html Continue reading
Joel Greenblatt on Value Investing (Morningstar)
Posted in Uncategorized
Tagged Fundamental Indexing, Joel Greenblatt, Morningstar, Risk, Value Ideas, Value Investing, Video
2 Comments
Tie Yourself to the Mast
Jason Zweig writes an excellent column on tying oneself to the mast (as in the above painting) for financial decision making when the alternative is to rely on willpower alone. Many people believe they can maneuver in choppy markets; fully … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Benjamin Graham, Jason Zweig, Margin of Safety, Risk
1 Comment
The Stock Market: Looking in from the Outside
We are nearly halfway through 2013 and the S&P 500 Total Return Index is on pace to deliver a return of over 47% for the year. In the last 188 years of stock market activity, the market delivered an annual return of … Continue reading
John Rogers Discusses Investors’ Rights
The CEO of the CFA Institute discusses investors’ rights with the Wall Street Journal… Continue reading
Posted in Uncategorized
Tagged CFA, CFA Institute, Chartered Financial Analyst, Investor Rights, John Rogers
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How Safe are the Assets that You Trusted to Your Custodian? Jason Zweig
I am a risk manager and credit analyst by training (actually, I think I was born that way), so when I created my hedge fund over three years ago, one of the first questions I asked the partner of (large, … Continue reading
Posted in Uncategorized
Tagged asset protection, Custody Law, Debt Crisis, Financial Media, Jason Zweig, Quantitative Easing, Risk
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Howard Marks in Barrons. Is a Retraction/Correction Coming?
I do not think that Barron’s front page headline in this week’s magazine accurately reflects Howard Marks’ thinking. Marks’ latest full-length memo (he is famous for his memos) seems to be a LOT more cautious and a LOT less sanguine about markets, especially debt markets, than the … Continue reading
Posted in Uncategorized
Tagged Barron's, Debt Crisis, Howard Marks, Margin of Safety, Quantitative Easing, Risk, Value Investing
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Wisdom from Jean-Marie Eveillard (and Seth Klarman)
JME reflects on a conversation he had with Seth Klarman at a wedding. I love that he uses the term “genuine” value investors to distinguish them from the imposters. I have been using the term “true” value investors, but I may switch … Continue reading
Jason Zweig’s Intelligent Investor Column on Novy-Marx’s Quality Formula
Jason is a favorite columnist of mine in part because of his affinity to Ben Graham and value investing, and in part because he is a great guy. His Saturday column, The Intelligent Investor, named after the Graham book that … Continue reading
The Equity Market Annual Return Histogram Updated for 2012
Better late than never. I have updated the equity market annual return histogram for the 16.00% total return generated by the S&P 500 index in 2012. As Michael Mauboussin says, when understanding an investment idea, we should try take an outsider’s … Continue reading