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Value Investing Resources
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- Jason Zweig's Website
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- 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
From Howard Marks’s Latest Memo…
…see link to the right: Especially since the publication of my book, people have been asking me for the secret to risk control. “Okay, I’ll read the 180 pages. But what’s really the most important thing?”If I had to identify … Continue reading
Interesting NFLX Comments at D9
Today, Bob Iger: Disney CEO Bob Iger said today at D9 to expect a new Disney.com content site within a year. This “uber network” for the Walt Disney Company will be a home “for people to consume our content directly,” … Continue reading
It’s All About the Benjamins: Or, How the Bernanke Market Could Kill Nascent Graham Fund Managers
The Wall Street Journal published an interesting OpEd piece by Mark Spitznagle today. It described Benjamin Bernanke and Benjamin Graham’s conflicting views of markets. http://online.wsj.com/article/SB10001424052748704425804576220983131318962.html?mod=WSJ_Opinion_LEADTop Two disparate views of markets represent well the range of opinion among U.S. stock market participants … Continue reading
Aswath Damodaran’s Conversion on the Road to Chicago
In a recent blogpost, Aswath Damodaran talks about his conversion on the road to Chicago (that is, his acceptance of reality as it is versus his belief in reality as stipulated by Eugene Fama of the University of Chicago). Enjoy: … Continue reading
One Lesson that Starbucks Can Teach Us
Howard Schultz, CEO of Starbucks, has a lesson for investors in Salesforce.com and Netflix: After decades of breakneck expansion under Mr. Schultz, tight-fisted consumers abandoned it. The company’s sales and share price sank so low (between December 2006 and December … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Competition and Strategy, Risk, Short Sales
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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
Invert, Always Invert
Update 6/26/2020: Welcome to the readers of Ozan Varol’s book, Think Like a Rocket Scientist. I don’t know Ozal, but he referenced a blogpost of mine from 2011 in his footnotes for chapter 5 (footnote 47). Thank you Ozal. https://www.amazon.com/gp/product/1541762592/ref=ox_sc_act_title_1?smid=ATVPDKIKX0DER&psc=1 … Continue reading
High-Priced Businesses: Jason Zweig on Facebook and the PM’s List of High-Priced Companies
Jason Zweig’s column in today’s Wall Street Journal is titled “Why the Fuss over Facebook Doesn’t Make It a Homerun” and it provides fodder for two posts on this blog today. This first post shows that market buzz, such as … 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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Seth Klarman Interview from 2006
On May 1, 2006, Seth Klarman gave an interview for a class at Harvard, Psychology of Leadership.… Continue reading