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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: Value Investing
Similar Investors Perform Alike…
…as Buffett noted in his Superinvestors speech–see tab above–despite having little overlap in their portfolios. I liberally copied from the business models used by Ben Graham, Warren Buffett, David Einhorn, Seth Klarman, and Mohnish Pabrai. Those investors started small with … Continue reading
Another Disconnect w/r/t the Market
Narrowly focused company analysts are raising performance expectations for the businesses they follow while broadly focused market strategists and economists are lowering their estimates for market performance. One group is going to be wrong. David Dreman and many other value … Continue reading
A New Blogroll Link
I have added a link to Whitney Tilson’s Value Investing Letter to the blogroll today. The Letter has timely updates on value investors and investing ideas. The link to his value investing website shall remain in the Value Investing Resources section … Continue reading
Joel Greenblatt, Master of Smart, Terse Investment Books
I received Joel Greenblatt’s new book last week, The Big Secret for the Small Investor. I was able to devour it in a few hours and The Finance Professionals’ Post agreed to let me review it. Greenblatt is the master … Continue reading
It’s All About the Benjamins: Or, How the Bernanke Market Could Kill Nascent Graham Fund Managers
The Wall Street Journal published an interesting OpEd piece by Mark Spitznagle today. It described Benjamin Bernanke and Benjamin Graham’s conflicting views of markets. http://online.wsj.com/article/SB10001424052748704425804576220983131318962.html?mod=WSJ_Opinion_LEADTop Two disparate views of markets represent well the range of opinion among U.S. stock market participants … Continue reading
There’s Always Something to Do
Christopher Risso-Gill has written a biography of Canadian Peter Cundill, legendary value investor of the Cundill Value Fund. In it, Gill quotes Irving Kahn–another legendary value investor: “There’s always something to do. You just need to look harder, be creative … Continue reading
Tobin’s Q Ratio and the Shiller, Graham, & Dodd Price-to-Trailing 10-Year Earnings Ratio
Both ratios show that conditions in the US stock market are getting frothy. Shiller’s ratio is the same as the one created by Benjamin Graham and David Dodd in 1934. It is self-explanatory. If we ignore the outrageous peak in the … Continue reading
Santangel’s Review…
…is a publication that tries to identify excellent, unknown investment managers. I have placed a link to their website in the resources section to the right. In the comment below they wonder how many David Einhorns there are who never got the … Continue reading
Seth Klarman, My Brother from Another Mother
Based on this excerpt from Seth Klarman’s 2010 annual letter, I think Klarman and I share some DNA. I have written similar sentiments in my communications for several years. Much of the investment business is centered around asset-gathering activities. In … Continue reading
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Tagged Conventional Professional Investors, Seth Klarman, Value Investing
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Howard Marks’s Latest Memo and New Book
Howard Marks has a new book coming out according to his latest memo, which can be found in the resources section in the right hand margin. But, I knew that already because I am scheduled to review the book for … Continue reading