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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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Tag Archives: Behavioral Finance
Congressional Day Traders: Laws for Thee, But Not For Me | Market Integrity Insights…
…from the Chief Executive Officer of the CFA Institute: Congressional Day Traders: Laws for Thee, But Not For Me | Market Integrity Insights Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, CFA, CFA Institute, Financial Media
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A Machine that Predicts the Future?
I have not received this edition yet, but I cannot wait to read the article. A machine that predicts the future? If enough people fall for that, value investors like me will make a mint. In Brief Researchers … Continue reading
Kyle Bass on Japan and Europe at a Darden School Conference
Michael Lewis opens his latest book, Boomerang, which can be found in the bookstore above, with a vignette about his meeting in 2008 with Kyle Bass of Hayman Capital. He left the meeting thinking that Bass was a bit of … Continue reading
A CNBC Market Master’s Two Remarkable Statements
Larry Fink of BlackRock is CNBC’s newest member of their “Masters of the Markets” club. “That and a dime will get you a phone call” was an expression used during the pay phone era to demonstrate that the recognition was … Continue reading
It’s 1931
I channel Dow Jones Market Talk, which channels Brad DeLong, who channels Rogoff, Reinhart, and Krugman. MARKET TALK: It’s 1931 DOW JONES NEWSWIRES 5:20 (Dow Jones) “I have been complaining for some time now that Reinhart and Rogoff think that … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Benjamin Graham, CAPE, Competition and Strategy, Conventional Professional Investors, Euro Crisis, European Debt Crisis, Eurozone, Financial Media, Great Recession, Housing Bust, Invisible Hand, Margin of Safety, Mr. Market, Quantitative Easing, Risk, Rogoff and Reinhart, Seth Klarman, Short Sales, The Great Depression, Tobin's Q Ratio, Value Investing
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Michael Lewis on Daniel Kahneman in Vanity Fair
I am reading Kahneman’s new book now and find it fascinating even though I was aware of many of the concepts in it. Those who study human behavioral flaws know that mere awareness of them is not always sufficient to fix our … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Daniel Kahneman, Michael Lewis, System 1, System 2
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Mr. Market Yawns at G-20 Failure to Fix Europe’s Problems
In the last 45 minutes of trading on October 4, the US stock market shot up almost 4% on a rumor that France and Germany would talk about a plan for the Euro debt crisis. Since then European leaders have met several … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Euro Crisis, European Debt Crisis, Eurozone, G-20, Housing Bust, Invisible Hand, Mr. Market, Quantitative Easing, Risk
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Capital Economics on the Bailout’s Fanciful Notion
Interesting DJ Newsire Market Talk story: DOW JONES NEWSWIRES 1:04 (Dow Jones) “Even if the Greek referendum problem is ironed out, hopes within the euro-zone that governments from outside the region will contribute to an increase in the ‘firepower’ of the … Continue reading
Counterfactual Friday: The CAPE
Current Market Perspective: Moderately bearish based on three pieces of information: Our bottom-up security selection process is revealing few bargains; Total public and private debt in developed countries is unsustainably high relative to GDP and will require long, painful de-leveraging … Continue reading
“First, Get a Trillion Euros…”
The market is soaring today on the Greek bailout plan, or should we say the European bailout plan because, lest we forget, there are several more countries that still need a bailout. The plan is amusing to me, though I should … Continue reading