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
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Tag Archives: Value Investing
Jason Zweig Interviews Jean-Marie Eveillard
Jason is correct that many investors who place their capital with value investing firms will not stay with the firm long enough through multiple cycles in order to capture the value premium. Paradoxically, that is part of the reason that … Continue reading
Patience, but the Willingness to Act Decisively when Opportunities Arise…
..these are the keys to investment success, not throwing capital at 500 companies merely because those companies are in somebody’s index… Continue reading
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
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
An Unusually Large Herd of Grey Swans
Events that can have a significant impact on the economy and capital markets have become known as swans of various shades thanks largely to Nassim Taleb’s book, The Black Swan, in which Taleb reminded us of Karl Popper’s criticism of … Continue reading
Posted in Uncategorized
Tagged a herd of grey swans, black swan, CAPE, Debt Crisis, Euro Crisis, European Debt Crisis, Eurozone, grey swan, Housing Bust, Karl Popper, Matt Ridley, Nassim Taleb, Quantitative Easing, The Rational Optimist, The Rational Zoologist, Tobin's Q Ratio, Value Investing, white swans
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Ed Anderson, Another Superinvestor, Passed Away this Month
The Graham and Doddsville Blog (listed on the right) alerted me to an oversight on my part. Ed Anderson, a co-founder of Tweedy Browne, Graham disciple, and one of the Superinvestors mentioned in Warren Buffett’s Superinvestors of Graham and Doddsville … Continue reading
RIP, Walter Schloss, a “Superinvestor” Identified in the Tab Above
Bloomberg reports that Walter Schloss died yesterday at the age of 95. He is one of the Superinvestors identified by Buffett in his famous speech The Superinvestors of Graham and Doddsville (see the tab above). I had the honor of … 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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Late 2011 Interview with Bill Ackman (Bloomberg Video)
A video posted at Bloomberg of an interview with Bill Ackman at a conference in 2011 (H/T: Street of Walls)… Continue reading
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Tagged Bill Ackman, Bloomberg, Margin of Safety, Street of Walls, Value Ideas, Value Investing, Video
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