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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: Risk
Vitaliy Katsenelson’s Blog
I have just added VK’s Contrarian Edge to the blogroll. VK has strong opinions, but backed up with many facts. He has an interesting tid bit in today’s post: China consumes two-thirds of the world’s production of iron ore. Given the … Continue reading
Does Your Mutual Fund Manager (or Broker) Have Skin in the Game?
Good article in today’s Wall Street Journal. I could not agree with it any more (subscription Required to read the whole thing): FUND TRACK JANUARY 18, 2011 Look for Money Managers With Skin in the Game By CHUCK JAFFE There … Continue reading
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
David Einhorn on the Charlie Rose Show (Video)
David Einhorn appeared on the Charlie Rose Show on December 6, 2010. I think Einhorn is a brilliant securities analyst. He has done a remarkable job providing high risk-adjusted returns for over a decade for the limited partners in his … Continue reading
Whitney Tilson’s T2 Partners LLC November Shareholder Letter…
…courtesy of Gurufocus.com T2 Partners November 2010 Shareholder Letter Continue reading
Posted in Uncategorized
Tagged Long-Short, Risk, Short Sales, Value Ideas, Value Investing, Whitney Tilson
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James Montier’s Presentation at the CFA Institute’s European Investment Conference
James Montier is an outstanding strategist who now works for GMO. He spoke last month at the CFA Institute’s European Investment Conference. The attached blogpost summarizes his talk. The money quote: So where do the new normal proponents get it … Continue reading
The Third Quarter Letter from David Einhorn’s Greenlight Capital
For your reading pleasure–the third quarter letter from David Einhorn’s Greenlight Capital. David is an excellent value-focused, long-short hedge fund manager and his assets have grown quickly due to his stock selection success. That growth has also led David to … Continue reading
Posted in Uncategorized
Tagged David Einhorn, Long-Short, Quantitative Easing, Risk, Short Sales, Value Ideas, Warren Buffett
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An Interview with Jeremy Grantham
Jeremy Grantham of GMO is an exceptional big thinker on markets. I think bottom-up investing makes the most sense, but Grantham always makes us think when he speaks about macro events. I had the good fortune of sitting in the … Continue reading
Posted in Uncategorized
Tagged Conventional Professional Investors, Jeremy Grantham, Risk, Value Investing
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