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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
Why are there Few Entrepreneurs?
Two recent Wall Street Journal pieces highlight our current poor economy. The first recognizes that entrepreneurship is on the decline. Shrinking in a Bad Economy: America’s Entrepreneur Class By JOHN BUSSEY Imagine a small airstrip where single-seat Continue reading
Left in the Dark–How Regulations Encroach on the Private Sector
As readers of this blog know, I believe the regulatory burden imposed by federal and state governments is largely to blame for the stagnation in the US and elsewhere. That burden includes the large amount of things government spends taxpayer money on–such … Continue reading
NFLX Getting “Hammered” After Hours; Is this the Walk of Shame?
We doubt that missing revenue forecasts by less than 1% is legitimate reason for hammering a stock, especially when its earnings beat by a fair amount. No, it looks more like the morning after an NFLX investor party. At the … Continue reading
Prem Watsa’s Thoughts on Current Macro Conditions
Prem Watsa is Chairman of Fairfax Financial, a Canadian P&C firm in the mold of Berkshire Hathaway. Prem is sometimes called Canada’s Warren Buffett. We held a profitable position in Fairfax for a while, but no longer hold any interest … Continue reading
A Major Economics Lesson in a 5-Minute and 10-Second Video
View, in 5:10, practically everything you need to know about the efficiency of free markets and how freedom leads to rapid improvements in your standard of living (H/T: CafeHayek.com): The most convincing argument in favor of free markets is to … Continue reading
The Great Minds Think Alike Department
If I am correctly reading the notes taken by the Inoculated Investor (http://inoculatedinvestor.blogspot.com/) at Charlie Munger’s annual meeting recently, then Munger is a big fan of Matt Ridley’s Rational Optimist too. The Google document: https://docs.google.com/viewer?a=v&pid=explorer&chrome=true&srcid=0B7X_KYnqpniZNTY4YjdkY2UtNjU5Ny00ZmYxLTg0YWItODJkMWY0ZjBhNzA1&hl=en_US I disagree with the conclusion … Continue reading
A Looming Problem in China
We wonder what will become of the dozens of Chinese ghost towns, which are literally unoccupied whole cities in China built for hundreds of thousands of occupants on loans such as those in the attached article. What will happen when these … Continue reading
Another Disconnect w/r/t the Market
Narrowly focused company analysts are raising performance expectations for the businesses they follow while broadly focused market strategists and economists are lowering their estimates for market performance. One group is going to be wrong. David Dreman and many other value … Continue reading
A New Blogroll Link
I have added a link to Whitney Tilson’s Value Investing Letter to the blogroll today. The Letter has timely updates on value investors and investing ideas. The link to his value investing website shall remain in the Value Investing Resources section … Continue reading
What are NFLX’s Insiders Doing?
The sentence below was taken from a Thomson-Reuters report of a sale by another Netflix insider (the General Counsel) who has little skin left in the game. During the past two years, Netflix Inc. insiders have made 110 sales totaling … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Competition and Strategy, NFLX, Risk, Short Sales
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