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: Short Sales
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
Recent Headlines from a Popular News Aggregator
Recent headlines from a popular news aggregation website: Germany told it must act to save Europe… Impassioned plea for continent to avoid ‘apocalypse’… Warned of ‘highly devastating outcomes’… Just days until collapse? It is hard to believe the US market … 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
It’s 1931
I channel Dow Jones Market Talk, which channels Brad DeLong, who channels Rogoff, Reinhart, and Krugman. MARKET TALK: It’s 1931 DOW JONES NEWSWIRES 5:20 (Dow Jones) “I have been complaining for some time now that Reinhart and Rogoff think that … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Benjamin Graham, CAPE, Competition and Strategy, Conventional Professional Investors, Euro Crisis, European Debt Crisis, Eurozone, Financial Media, Great Recession, Housing Bust, Invisible Hand, Margin of Safety, Mr. Market, Quantitative Easing, Risk, Rogoff and Reinhart, Seth Klarman, Short Sales, The Great Depression, Tobin's Q Ratio, Value Investing
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
Counterfactual Friday: The CAPE
Current Market Perspective: Moderately bearish based on three pieces of information: Our bottom-up security selection process is revealing few bargains; Total public and private debt in developed countries is unsustainably high relative to GDP and will require long, painful de-leveraging … Continue reading
“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
So, You Think You Can Be a Great Short Seller
I am about to cover the final leg of my NFLX short, which I had in place for over one year. Are you one of the many who saw this coming? Did you expect a 75% drop in price since … Continue reading
Just What is Seth Klarman up to? It May not be What Optimists Believe
Apparently, Seth Klarman is in the market for capital. This is always news because Klarman has a reputation for shunning capital from new investors and frequently returning excess capital to existing investors. However, the author of the attached story has … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Benjamin Graham, CAPE, CFA Institute, China, Conventional Professional Investors, Financial Media, Free Markets, Housing Bust, Invisible Hand, Jason Zweig, Long-Short, Margin of Safety, Quantitative Easing, Risk, Seth Klarman, Short Sales, Tobin's Q Ratio, Value Ideas, Value Investing
3 Comments
Many Well Known Hedge Funds are Having Bad Years
Where’s the hedging?… With data flowing in now, it is apparent that a large number of hedge funds are in the red this year and several dozen are down by double-digit rates. They include many well-known names that run billions … Continue reading