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Value Investing Resources
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- PBS's Your Mind and Your Money
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- 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
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- Value Investigator
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- Whitney Tilson's Value Investing Website
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- Symmetry Capital Blog
- The Adam Smith Institute
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Tag Archives: CFA Institute
The GD Words were used at the CFA Institute’s European Investment Conference
Uh oh. …MIT Sloan School of Management professor Simon Johnson didn’t equivocate on the perils of the current global economic environment. “We have built a dangerous financial system in the United States and Europe,” said the former chief economist at … Continue reading
So, You Think You Can Be a Great Short Seller
I am about to cover the final leg of my NFLX short, which I had in place for over one year. Are you one of the many who saw this coming? Did you expect a 75% drop in price since … Continue reading
Just What is Seth Klarman up to? It May not be What Optimists Believe
Apparently, Seth Klarman is in the market for capital. This is always news because Klarman has a reputation for shunning capital from new investors and frequently returning excess capital to existing investors. However, the author of the attached story has … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Benjamin Graham, CAPE, CFA Institute, China, Conventional Professional Investors, Financial Media, Free Markets, Housing Bust, Invisible Hand, Jason Zweig, Long-Short, Margin of Safety, Quantitative Easing, Risk, Seth Klarman, Short Sales, Tobin's Q Ratio, Value Ideas, Value Investing
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Prem Watsa, CFA
I used to own Fairfax Financial, which smartly shorted financial stocks and bonds–to the tune of several billion dollars–before they blew up. Here is an enjoyable interview of its CEO–Prem Watsa, CFA–who is a value investor who is sometimes referred … Continue reading
Howard Marks’s Latest Memo and New Book
Howard Marks has a new book coming out according to his latest memo, which can be found in the resources section in the right hand margin. But, I knew that already because I am scheduled to review the book for … Continue reading
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
Street Cred–The CFA Designation
I enjoyed this description of the Chartered Financial Analyst designation on CNBC today: Continue reading
James Montier’s Presentation at the CFA Institute’s European Investment Conference
James Montier is an outstanding strategist who now works for GMO. He spoke last month at the CFA Institute’s European Investment Conference. The attached blogpost summarizes his talk. The money quote: So where do the new normal proponents get it … Continue reading
Kate Schapiro Interview on CNBC
I met my friend, Kate Schapiro, five years ago when I joined the Annual Conference Committee of the CFA Institute. Kate now chairs the committee. She was interviewed by Joe Kernen on CNBC’s Squawk Box last week. I could not … Continue reading
John Rogers Interview for the CFA Institute
John Rogers of Ariel is a value investor who often appears on CNBC’s Squawk Box. This transcript is posted here because it was distributed by an employee of the CFA Institute for free on LinkedIn. If anyone at the CFA … Continue reading
Posted in Uncategorized
Tagged CFA Institute, Charlie Munger, Competition and Strategy, Fred Speece, John Rogers, Warren Buffett
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