IntelInvestor Tweets
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
-
Recent Posts
Archives
- May 2016
- December 2015
- August 2015
- June 2015
- April 2015
- March 2015
- February 2015
- January 2015
- October 2014
- September 2014
- August 2014
- July 2014
- May 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- August 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
MOS Cloud
Behavioral Finance Benjamin Graham CAPE CFA CFA Institute Charlie Munger Chartered Financial Analyst China Closet Indexers Competition and Strategy Conventional Professional Investors David Einhorn Debt Crisis Entrepreneurial Spirit Euro Crisis European Debt Crisis Eurozone Fama and French Financial Media Free Markets Friederich Hayek Housing Bust Howard Marks Invisible Hand James Montier Jason Zweig Joel Greenblatt Long-Short Margin of Safety Matt Ridley Michael Lewis Michael Mauboussin NFLX Quantitative Easing Risk Robert Shiller Seth Klarman Short Sales The Rational Optimist Tobin's Q Ratio Value Ideas Value Investing Video Warren Buffett Whitney Tilson
Tag Archives: Michael Lewis
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
Kyle Bass on Japan and Europe at a Darden School Conference
Michael Lewis opens his latest book, Boomerang, which can be found in the bookstore above, with a vignette about his meeting in 2008 with Kyle Bass of Hayman Capital. He left the meeting thinking that Bass was a bit of … Continue reading
Michael Lewis on Daniel Kahneman in Vanity Fair
I am reading Kahneman’s new book now and find it fascinating even though I was aware of many of the concepts in it. Those who study human behavioral flaws know that mere awareness of them is not always sufficient to fix our … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Daniel Kahneman, Michael Lewis, System 1, System 2
Leave a comment
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
Leave a comment
“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
What is Behind the Market’s 12% Jump in One Week?
At 3:15 pm on October 4, the S&P 500 was at 1081.89. By 4:oo pm it finished at 1123.95, up 3.89% in forty-five minutes. To put that in perspective, the market was in the 1081 range in October 1998. So, … Continue reading
Moneyball
I love value investing for the edge that it gives me, and I love baseball. Michael Lewis is a brilliant writer who once worked in my old insustry (mortgage backed securities) at Salomon Brothers. During his time at Salomon, Perelman attempted a … Continue reading
Posted in Uncategorized
Tagged Baseball, Behavioral Finance, Michael Lewis, Moneyball, Value Investing, Warren Buffett
Leave a comment
The German Character and the German Problem
If nothing else, Michael Lewis is always entertaining. After briefly describing the German peoples’ long fascination with “scheisse”–more specifically the love of being near it without getting dirtied by it–Lewis tells us that character also extends to German banking: I had gone to … Continue reading