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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: Chartered Financial Analyst
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
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
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Tagged CFA, CFA Institute, Chartered Financial Analyst, China, Enterprising Investor, grey swan, Risk
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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
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
The President and CEO of the CFA Institute Presents…
…a video introduction to the Institute’s annual report. John Rodgers has done a fine job and is an excellent spokesman for the CFA Institute. Now, if it could only help charterholders like me raise capital for our investment vehicles…… Continue reading
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
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