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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
Ed Anderson, Another Superinvestor, Passed Away this Month
The Graham and Doddsville Blog (listed on the right) alerted me to an oversight on my part. Ed Anderson, a co-founder of Tweedy Browne, Graham disciple, and one of the Superinvestors mentioned in Warren Buffett’s Superinvestors of Graham and Doddsville … Continue reading
Three Resources Added to the Value Investing Resources Page
In my search for video of Walter Schloss who passed away yesterday, I came across a terrific series of videos of several value investors giving speeches or in television appearances. The videos are small segments of longer talks and can be … Continue reading
RIP, Walter Schloss, a “Superinvestor” Identified in the Tab Above
Bloomberg reports that Walter Schloss died yesterday at the age of 95. He is one of the Superinvestors identified by Buffett in his famous speech The Superinvestors of Graham and Doddsville (see the tab above). I had the honor of … Continue reading
Avoiding the Siren Song of Emotions | Enterprising Investor Blog
An excellent short piece on behavioral investing. I would pay particular attention to the boombustology information regarding China and they did not even mention Chinese ghost cities. Finally, I love that they used a Waterhouse painting (as above) to emphasize these … Continue reading
Book Review: Ben Graham Was a Quant | Enterprising Investor
Rodney Sullivan posts the Ronald L. Moy review of Ben Graham Was a Quant on the CFA Institute’s blog: Book Review: Ben Graham Was a Quant | Enterprising Investor The book is now available in the bookstore above… Continue reading
Posted in Uncategorized
Tagged Benjamin Graham, CFA, CFA Institute, Rodney Sullivan, Ronald L. Moy
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Part I of my Notes from The CFA Institute’s Conference: “Security Analysis and the Search for Value”
The CFA Institute conducted a conference on value investing in New York on November 29 and 30. The program was excellent. I am posting some of my notes and some of my favorite quotes from the presentations to give you … Continue reading
Seth Klarman Interviewed by Charlie Rose November 1, 2011
An Interview with Seth Klarman and Charlie Rose from Facing History and Ourselves on Vimeo Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Benjamin Graham, Margin of Safety, Seth Klarman, Value Investing
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New Link in the Value Investing Resources Section: Hedge Fund Letters
I have added Hedge Fund Letters as a value investing resource even though some of the hedge fund managers there are not value investors. Most value investors who truly wish to be contrarian and invest only when there is a … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Benjamin Graham, Chuck Royce, Columbia Business School, Competition and Strategy, Conventional Professional Investors, David Dodd, Hummingbird, Irving Kahn, Margin of Safety, Mario Gabelli, Paul D. Sonkin, Risk, Value Investing, Walter Schloss, Warren Buffett
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Expert Opinion: What is it Worth? Montana, Brady, and Tebow
I am absolutely fascinated with the Tim Tebow story. Not the one about the vilified, overtly Christian athlete. No, I am fascinated with the countless stories of athletes like Tebow that experts said could not be successful, and then end up having one success … Continue reading