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Value Investing Resources
- Berkshire Hathaway
- Buffett Partnership Letters 1957 – 1970
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- 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
Is MAKO Worth Relatively More than Its Competitors?
MAKO Surgical Corporation (NASD: MAKO) is a maker of robotic surgical equipment and minimally invasive orthopedic implants for knee procedures. It was incorporated in 2004, had its initial public offering in 2008, and currently has a $369 million market capitalization. … Continue reading
Michael Porter’s Appearance on CNBC
Michael Porter is a leading thinker on competition and strategy. I incorporate a “Porter” analysis in almost all of my investment decisions. If you have not been exposed to Porter’s five-forces model for analyzing industry competitiveness or heard about his three basic … Continue reading