Value Investing Resources
- Berkshire Hathaway
- Buffett Partnership Letters 1959 – 1969
- Columbia University's Heilbrunn Center for Graham & Dodd Investing
- Graham and Doddsville
- Graham-Newman Corporation Letters 1946 – 1958
- Hedge Fund Letters
- 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
- Cafe Hayek
- Econlog: Library of Economics and Liberty
- Enterprising Investor: The CFA Institute's Blog
- Greg Mankiw's Blog
- John Cochrane's Blog
- Matt Ridley's Rational Optimist Blog
- Paul Kedrosky's Infectious Greed Blog
- Richard Stott's Blog
- Street of Walls
- Symmetry Capital Blog
- The Adam Smith Institute
- Vox
-
Recent Posts
Archives
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
MOS Cloud
Behavioral Finance Benjamin Graham CAPE CFA CFA Institute Charlie Munger Chartered Financial Analyst China Closet Indexers Competition and Strategy Conventional Professional Investors Daniel Kahneman David Einhorn Debt Crisis Entrepreneurial Spirit Euro Crisis European Debt Crisis Eurozone Fama and French Financial Media Free Markets Friederich Hayek Housing Bust Howard Marks Invisible Hand James Montier Jason Zweig Joel Greenblatt Long-Short Margin of Safety Matt Ridley Michael Lewis Michael Mauboussin NFLX Quantitative Easing Risk Robert Shiller Seth Klarman Short Sales The Rational Optimist Tobin's Q Ratio Value Ideas Value Investing Warren Buffett Whitney TilsonTwitter
Tag Archives: CFA
John Rogers Discusses Investors’ Rights
The CEO of the CFA Institute discusses investors’ rights with the Wall Street Journal… Continue reading
Posted in Uncategorized
Tagged CFA, CFA Institute, Chartered Financial Analyst, Investor Rights, John Rogers
Leave a comment
RIP, Robert A. Haugen
Robert A. Haugen passed away Sunday, January 6, 2013 and I did not discover that until now. Haugen is perhaps best known for his book The New Finance in which he summarized important academic studies that proved that markets were … 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
Unapologetic After All These Years: Eugene Fama Defends Investor Rationality and Market Efficiency | CFA Institute Annual Conference
One has to admire Fama’s consistency. He is wrong about market efficiency, but he is consistent. Although he makes some good points, he also makes many errors. His criticism of Kahneman is absolutely wrong, for example. Kahneman would say that we … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, CFA, CFA Institute, Chartered Financial Analyst, Closet Indexers, Competition and Strategy, Daniel Kahneman, Fama and French, Financial Media, James Montier, Jason Zweig, Margin of Safety, Paul Samuelson, Risk, Sebastian Mallaby, Value Investing
Leave a comment
China’s “Investment Bubble” | Enterprising Investor Blog
It is likely only a matter of “when” it bursts, not “if.” The attached is an excellent analysis. This is just one of many grey swans on the pond. Five Perspectives on China’s “Investment Bubble” | Enterprising Investor Continue reading
Posted in Uncategorized
Tagged CFA, CFA Institute, Chartered Financial Analyst, China, Enterprising Investor, grey swan, Risk
Leave a comment
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
Majority of US Finance Professionals Expect the Global Economy to Stagnate or Deteriorate – The Finance Professionals Post
Majority of US Finance Professionals Expect the Global Economy to Stagnate or Deteriorate – The Finance Professionals Post Continue reading
Posted in Uncategorized
Tagged CFA, CFA Institute, CPAs, Financial Media, Housing Bust, Quantitative Easing, Risk, Short Sales, The Finance Professionals' Post
Leave a comment
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
Leave a comment
Part II of my Notes from the CFA Institute’s Value Investing Conference
(Click on the tag below for the other parts) Sorry, I was very busy. Rather than wait and post notes on several speakers, I thought it better to post each one as I complete it. As a reminder: The CFA … Continue reading