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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
RIP, Robert A. Haugen
Robert A. Haugen passed away Sunday, January 6, 2013 and I did not discover that until now. Haugen is perhaps best known for his book The New Finance in which he summarized important academic studies that proved that markets were … Continue reading
Jason Zweig Interviews Jean-Marie Eveillard
Jason is correct that many investors who place their capital with value investing firms will not stay with the firm long enough through multiple cycles in order to capture the value premium. Paradoxically, that is part of the reason that … Continue reading
Thinking in a Foreign Language Helps Reduce Loss Aversion
According to behavioral finance theory, Loss Aversion causes investors to sell winning investments quickly in order to “lock in” gains and to hold on to losing investments in order to get even, regardless of the underlying fundamentals, changes in circumstances, or overall … Continue reading
Patience, but the Willingness to Act Decisively when Opportunities Arise…
..these are the keys to investment success, not throwing capital at 500 companies merely because those companies are in somebody’s index… Continue reading
Jason Zweig on Irving Kahn, 107 Year OId Value Investor
The former Ben Graham employee is still kicking, but has half of his money in cash. “He reads voraciously every day…especially about science.” Man after my heart. “Individual investors who avoid ‘doing things you know too little about’ still stand … Continue reading
Don’t Fight the Central Banks
It may never be a worse time to be a discerning investor–one that Ben Graham would call an “Intelligent Investor”–thanks in large part to another Ben. One can be diligent, do everything correctly, and make accurate assessments of a company’s … Continue reading
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This is Brilliant…The Inability to Predict
If anyone tells you that they can make accurate predictions, hold on to your wallet. One of my firm’s most important practices in investing is to actively ignore most of the noise emanating from strategists and analysts. Most strategists predict the future … Continue reading
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Canada cuts ties with Iran, closes embassy, orders Iranian diplomats home
Canada cuts ties with Iran, closes embassy, orders Iranian diplomats home. It looks like we need to reach a conclusion on the consequences of an Israeli attack sooner than I thought… Continue reading
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Intelligence Committee Chair Describes Explosive Confrontation Between Netanyahu and American Ambassador – The Atlantic
Intelligence Committee Chair Describes Explosive Confrontation Between Netanyahu and American Ambassador – The Atlantic. What would happen in western financial markets if Israel bombed Iranian nuclear sites? That is something we should be thinking hard about… Continue reading
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LinkedIn “Meets” Earnings Expectations…Much Joy in Socialville
Full disclosure: I have a modest short position in LNKD. LinkedIn (LNKD) announced that they met Thomson Reuters analysts’ expectations for earnings at $0.16 per share this quarter. In addition, second quarter revenue at $228.2 million, beat analysts’ expectations of $215.7 … Continue reading
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Tagged Glamour Companies, LinkedIn, LNKD, Long-Short, Risk, Short Sales
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