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Value Investing Resources
- Berkshire Hathaway
- Buffett Partnership Letters 1957 – 1970
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- 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
What are NFLX’s Insiders Doing?
The sentence below was taken from a Thomson-Reuters report of a sale by another Netflix insider (the General Counsel) who has little skin left in the game. During the past two years, Netflix Inc. insiders have made 110 sales totaling … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Competition and Strategy, NFLX, Risk, Short Sales
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From Howard Marks’s Latest Memo…
…see link to the right: Especially since the publication of my book, people have been asking me for the secret to risk control. “Okay, I’ll read the 180 pages. But what’s really the most important thing?”If I had to identify … Continue reading
Aswath Damodaran’s Conversion on the Road to Chicago
In a recent blogpost, Aswath Damodaran talks about his conversion on the road to Chicago (that is, his acceptance of reality as it is versus his belief in reality as stipulated by Eugene Fama of the University of Chicago). Enjoy: … Continue reading
One Lesson that Starbucks Can Teach Us
Howard Schultz, CEO of Starbucks, has a lesson for investors in Salesforce.com and Netflix: After decades of breakneck expansion under Mr. Schultz, tight-fisted consumers abandoned it. The company’s sales and share price sank so low (between December 2006 and December … Continue reading
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Tagged Behavioral Finance, Competition and Strategy, Risk, Short Sales
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Father Jude Michael Krill and Behavioral Finance
This may be the only time that I will mix investing with anything to do with religion, but it struck me as appropriate, even consilient. My parish, which is Roman Catholic, has been blessed to have the services of three … Continue reading
Howard Marks on Risk (in Jason Zweig’s 2/12 Intelligent Investor Column) and Montier on the Risk and Return Characteristics of Value vs. Growth Companies
Howard Marks had been writing outstanding letters to his investors for years. I have read almost every one of his letters since and found that they are filled with fantastic investing common sense. Howard Marks has also been delivering great … Continue reading
Charlie Munger Speaks at the U of Michigan (video)
Posted in Uncategorized
Tagged Behavioral Finance, Benjamin Graham, Charlie Munger, Value Investing, Warren Buffett
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A Wise Fool.com Article
I found wisdom worthy enough to teach my children in this fool.com article: What Everyone Ought to Know, but Doesn’t By Buck Hartzell | More Articles January 7, 2011 | Comments (24) In honor of the brand new year, I’ve … Continue reading
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Tagged Behavioral Finance, Charlie Munger, fool.com, Lifelong Learning, Value Investing, Warren Buffett
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Aswath Damodaran on Herding Behavior
I have read Aswath’s blog a few times and I am adding it to our blogroll today. He is a professor of finance at NYU’s Stern School of Business and has spoken at CFA Institute conferences. His comments on last … Continue reading
High-Priced Businesses: Jason Zweig on Facebook and the PM’s List of High-Priced Companies
Jason Zweig’s column in today’s Wall Street Journal is titled “Why the Fuss over Facebook Doesn’t Make It a Homerun” and it provides fodder for two posts on this blog today. This first post shows that market buzz, such as … Continue reading