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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
Jason Zweig on Irving Kahn, 107 Year OId Value Investor
The former Ben Graham employee is still kicking, but has half of his money in cash. “He reads voraciously every day…especially about science.” Man after my heart. “Individual investors who avoid ‘doing things you know too little about’ still stand … Continue reading
LinkedIn “Meets” Earnings Expectations…Much Joy in Socialville
Full disclosure: I have a modest short position in LNKD. LinkedIn (LNKD) announced that they met Thomson Reuters analysts’ expectations for earnings at $0.16 per share this quarter. In addition, second quarter revenue at $228.2 million, beat analysts’ expectations of $215.7 … Continue reading
Posted in Uncategorized
Tagged Glamour Companies, LinkedIn, LNKD, Long-Short, Risk, Short Sales
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GreatInvestors.TV – Value Investing Video of the Day – Simon Caufield
I met Simon Caufield at the 2011 CFA Institute (CFAI) Annual Conference in Edinburgh. The CFAI was experimenting with a social media app for the conference and asked Annual Conference Advisory Board members to “seed” discussions on the app. My … Continue reading
Public Pension Ponzi Scheme; New York Cities Borrow From Pension Plan to Make Contributions
I was alerted to this post by a friend on Facebook. It points to a New York Times article on pension robbing. Public Pension Ponzi Scheme; New York Cities Borrow From Pension Plan to Make Contributions. The definition of Financial Repression: … Continue reading
Posted in Uncategorized
Tagged Bloated Public Sector, Debt Crisis, grey swan, Housing Bust, Public Pension, Risk
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China’s “Investment Bubble” | Enterprising Investor Blog
It is likely only a matter of “when” it bursts, not “if.” The attached is an excellent analysis. This is just one of many grey swans on the pond. Five Perspectives on China’s “Investment Bubble” | Enterprising Investor Continue reading
Posted in Uncategorized
Tagged CFA, CFA Institute, Chartered Financial Analyst, China, Enterprising Investor, grey swan, Risk
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Warren Buffett Cautions Gold Bugs in His 2011 Annual Letter Out Today
The whole letter can be found in the Berkshire Hathaway link to the right. …The second major category of investments involves assets that will never produce anything, but that are purchased in the buyer’s hope that someone else – who … Continue reading
Posted in Uncategorized
Tagged Annual Letter, Gold, Howard Marks, Margin of Safety, Quantitative Easing, Risk, Warren Buffett
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My Risk Literacy Test Results (w/ Link)
At the prompting of the Wall Street Journal’s Jason Zweig through a LinkedIn update, I decided to take a risk literacy test that he discovered. I am proud of my results because I take pride in my risk management skills … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Financial Media, Jason Zweig, Portfolio Management, Risk, Risk Literacy
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Jason Zweig’s New Column on Facebook’s Valuation
The WSJ published today another excellent Intelligent Investor column by Jason Zweig. Today’s piece was on the lure of high-growth, publicly-traded companies (“Glamour Stocks” as Lakonishok, et al. described them) and the probable investor disappointment with Glamour Stocks’ returns. Today’s … Continue reading
Majority of US Finance Professionals Expect the Global Economy to Stagnate or Deteriorate – The Finance Professionals Post
Majority of US Finance Professionals Expect the Global Economy to Stagnate or Deteriorate – The Finance Professionals Post Continue reading
Posted in Uncategorized
Tagged CFA, CFA Institute, CPAs, Financial Media, Housing Bust, Quantitative Easing, Risk, Short Sales, The Finance Professionals' Post
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