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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: Seth Klarman
The Market and the Economy Mid-Year 2014: A Top-Down View
I have excerpted part of PAR’s semi-annual letter that PAR sent to clients on July 7, 2014, and I have pasted it below. No one knows where the market is going to end up in the near term, but over the … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Benjamin Graham, Buffett PE Ratio, CAPE, CFA, Closet Indexers, Debt Crisis, dshort.com, Employment to Population Ratio, GMO, Jeremy Grantham, John Hussman, Margin of Safety, QE, Robert Shiller, Rock Breaks Scissors, Seth Klarman, The Federal Reserve, Think Like a Freak, Tobin's Q Ratio, Value Investing, Warren Buffett, William Poundstone
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What is the Effect of a Label? Smart Beta Makes Bill Sharpe “Sick”
Bill Sharpe gave us the Sharpe Ratio to help determine whether an active investment manager is “beating” the market after adjusting for the risk that the manager assumed. Sharpe is from the Efficient Market school of academia, which believes that markets are … Continue reading
Posted in Uncategorized
Tagged and Vishny, Behavioral Finance, Benjamin Graham, Bill Sharpe, CFA, CFA Institute, Chartered Financial Analyst, Closet Indexers, Competition and Strategy, Conventional Professional Investors, Efficient Market Hypothesis, F&F, Fama and French, Lakonishok, LSV, Margin of Safety, Risk, Seth Klarman, Shleifer, Smart Beta, Value Investing, Warren Buffett, William F Sharpe
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Howard Marks: The Top-Ten Qualities that Make Warren Buffett Different from Most Investors
The following are bullet points reproduced (and numbered by order of appearance) from Howard Marks’s Forward to the third edition of The Warren Buffett Way, by Robert G. Hagstrom. Marks writes a couple of paragraphs to elaborate on each bullet point, … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Benjamin Graham, CAPE, CFA, Charlie Munger, Chartered Financial Analyst, Closet Indexers, Competition and Strategy, Conventional Professional Investors, Howard Marks, Long-Short, Margin of Safety, Risk, Robert Shiller, Seth Klarman, Short Sales, Value Ideas, Value Investing, Warren Buffett
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Mohnish Pabrai Has Not Made an Investment in a New Idea in Over 18 Months
Forbes once identified Mohnish as one of the investment managers who could assume the value-investing guru mantle from Buffett. In his 2013 Annual Letter, Pabrai wrote that he has not found a new idea in which to invest in over eighteen … Continue reading
Seth Klarman is Sitting on a Mountain of Cash
“…around 50% of our assets are in cash, and that’s a very high absolute number, now around $14 billion and rising…”–Seth Klarman I recently came across this quote from Seth Klarman of the Baupost Group, which he said during a … Continue reading
Wisdom from Jean-Marie Eveillard (and Seth Klarman)
JME reflects on a conversation he had with Seth Klarman at a wedding. I love that he uses the term “genuine” value investors to distinguish them from the imposters. I have been using the term “true” value investors, but I may switch … Continue reading
Typical Story of an Unknown Value Investor with Little AUM
The NYSSA linked to a story in Smart Money that I had to share. It is a story of a fund manager who seeks to buy companies that are trading at a discount to their intrinsic value and that have excellent long-term prospects; in other … Continue reading
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Tagged Allan Mecham, Arlington Value Management, Baupost Group, Behavioral Finance, Closet Indexers, Conventional Professional Investors, David Einhorn, Entrepreneurial Spirit, Greenlight Capital, Housing Bust, Mohnish Pabrai, Seth Klarman, T2, Value Investing, Warren Buffett, Whitney Tilson
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Part I of my Notes from The CFA Institute’s Conference: “Security Analysis and the Search for Value”
The CFA Institute conducted a conference on value investing in New York on November 29 and 30. The program was excellent. I am posting some of my notes and some of my favorite quotes from the presentations to give you … Continue reading
Seth Klarman Interviewed by Charlie Rose November 1, 2011
An Interview with Seth Klarman and Charlie Rose from Facing History and Ourselves on Vimeo Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Benjamin Graham, Margin of Safety, Seth Klarman, Value Investing
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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