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Value Investing Resources
- Berkshire Hathaway
- Buffett Partnership Letters 1957 – 1970
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- 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: Short Sales
Is MAKO Worth Relatively More than Its Competitors?
MAKO Surgical Corporation (NASD: MAKO) is a maker of robotic surgical equipment and minimally invasive orthopedic implants for knee procedures. It was incorporated in 2004, had its initial public offering in 2008, and currently has a $369 million market capitalization. … Continue reading
St. Joe Company: Shorting News You Can Use
Greenlight Capital’s David Einhorn, an outstanding long-short value investor, presented at the Value Investing Congress today and detailed why St. Joe may be going to zero. Greenlight is one of a handful of successful investment management firms that have the following … Continue reading
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Tagged David Einhorn, Long-Short, Short Sales, Value Ideas, Value Investing, Warren Buffett
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Sterne Agee Initiates RBCN with a Sell; Confirms MOS’s Analysis
Sterne Agee initiated coverage of Rubicon Technology (NASD: RBCN) with a Sell rating today and agreed with my thesis. If you recall, I inverted in my analysis to arrive at the growth rate necessary to bring RBCN’s price-to-fundamentals in line with larger, … Continue reading