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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: Benjamin Graham
Seth Klarman is Sitting on a Mountain of Cash
“…around 50% of our assets are in cash, and that’s a very high absolute number, now around $14 billion and rising…”–Seth Klarman I recently came across this quote from Seth Klarman of the Baupost Group, which he said during a … Continue reading
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
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
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
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
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
GreatInvestors.TV – Value Investing Video of the Day – Simon Caufield
I met Simon Caufield at the 2011 CFA Institute (CFAI) Annual Conference in Edinburgh. The CFAI was experimenting with a social media app for the conference and asked Annual Conference Advisory Board members to “seed” discussions on the app. My … Continue reading