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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: Competition and Strategy
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
It’s 1931
I channel Dow Jones Market Talk, which channels Brad DeLong, who channels Rogoff, Reinhart, and Krugman. MARKET TALK: It’s 1931 DOW JONES NEWSWIRES 5:20 (Dow Jones) “I have been complaining for some time now that Reinhart and Rogoff think that … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Benjamin Graham, CAPE, Competition and Strategy, Conventional Professional Investors, Euro Crisis, European Debt Crisis, Eurozone, Financial Media, Great Recession, Housing Bust, Invisible Hand, Margin of Safety, Mr. Market, Quantitative Easing, Risk, Rogoff and Reinhart, Seth Klarman, Short Sales, The Great Depression, Tobin's Q Ratio, Value Investing
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It is Unfortunate that Professional Sports Franchises are not Shortable
I suspect these stories are an omen for the Wilpons’ continued ownership of the Mets: Mets will pay 3 percent interest to investors http://www.nypost.com/p/news/business/mets_next_pitch_WTbeypwaj93Lp1Mb58gOQN#ixzz1cr5G1BU4 Mets lay off 10 percent of staff http://www.nypost.com/p/news/local/queens/front_office_met_ax_uFsH3565WnN4JOaARQlTvJ If Reyes waits, he’ll get big bucks — but … Continue reading
Posted in Uncategorized
Tagged Competition and Strategy, David Einhorn, Michael Lewis, Mike Cameron, Moneyball, New York Mets, Risk, Short Sales, Value Investing, Wilpon
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To Use the Final Words of Steve Jobs: “Oh Wow.” (Video)
I think Jobs would have been impressed…and probably would have spent hours trying to figure out how to build a robot that could kick this one’s ass. H/T Marginal Revolution Mona Simpson’s Jobs Eulogy Here: http://www.nytimes.com/2011/10/30/opinion/mona-simpsons-eulogy-for-steve-jobs.html?_r=2&pagewanted=all H/T: Cafe Hayek… Continue reading
Capital Economics on the Bailout’s Fanciful Notion
Interesting DJ Newsire Market Talk story: DOW JONES NEWSWIRES 1:04 (Dow Jones) “Even if the Greek referendum problem is ironed out, hopes within the euro-zone that governments from outside the region will contribute to an increase in the ‘firepower’ of the … Continue reading
Baby Toursim: US Problem or Opportunity?
Brian Williams’ new show, Rock Center, broadcast this evening with a piece on wealthy foreign pregnant women–many Chinese–who are coming to the US to give birth so that their children can receive citizenship and a Social Security card. Many are outraged … Continue reading
“First, Get a Trillion Euros…”
The market is soaring today on the Greek bailout plan, or should we say the European bailout plan because, lest we forget, there are several more countries that still need a bailout. The plan is amusing to me, though I should … 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
Power Laws at Work in Financial Markets
I am working on a good post for the first “Counterfactual Friday.” Unfortunaltely it will probably not be posted until Monday. In the meantime enjoy the following: I have attached a link to a terrific article on power law distributions and … Continue reading